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Robert Jeffery Green

Simplicity Wealth

The Woodlands, TX

Summit, NJ

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Current Employers
Simplicity Wealth

475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-05-08
  • TX RA
    APPROVED
    Since 2025-05-08

Branch Locations

7 Thorn Berry Place, The Woodlands, TX 77381 • United States

475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Rightway Investments Llc The Woodlands TX 05/2025 Present
Rightway Investments Llc The Woodlands TX 07/2013 05/2025
Investment Adviser Representative Summit NJ 05/2025 Present
  • 05/2025 → Present
    Rightway Investments Llc
    The Woodlands, TX
  • 07/2013 → 05/2025
    Rightway Investments Llc
    The Woodlands, TX
  • 05/2025 → Present
    Investment Adviser Representative
    Summit, NJ
Previous Registrations
  • 2013-11-11 → 2025-07-17
    Rightway Investments, Pllc
    The Woodlands, TX
Other Businesses

RightWay Investments LLC; 7 Thorn Berry Place The Woodlands, Texas 77381; Not investment related; President / Insurance and annuity sales; hours per month 20; Start Date 07/01/1997 Robert Jeffrey Green; 7 Thorn Berry Place The Woodlands, Texas 77381; Not investment related; President / Insurance Agent; hours per month 20; Annuity Sales, Start Date 07/01/1997 Hear His Voice /StoenyWolf Outdoors; 7 Thorn Berry Place The Woodlands TX 77381; Not investment related; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 4; Start date: 10/01/2023; Passive investor. Leveled Up Digital Marketing; 7 Thorn Berry Place The Woodlands TX 77381; Not investment related; President; Hours per month outside trading hours: 20; Hours per month during trading hours, 0; Managing Financials. Patterns of Evidence Foundation; Board Member; Non Investment Related; 9953 Valley View Road Eden Prairie MN 55344; Description: Non-Profit organization for the purpose of creating faith-based documentary films; Responsibilities: Serve as a board member for business decisions; Start date: 2020-12-07; Hours per month devoted to business during trading hours: 2; Hours per month devoted to business outside trading hours: 6; Percentage of total yearly compensation expected to be derived from the business: 0; Contact person: Tim Mahoney; Website address: https://www.patternsofevidence.com/.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-11-11
  • S65 Uniform Investment Adviser Law Examination
    2013-11-11
Other Names
  • Robert Jeffery Green
  • Robert Green
  • Jeff Green
  • Robert Jeff Green

View on SEC IAPD

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