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Kyle Douglas Green

Sherwood Wealth Management

Sherwood, OR

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Current Employers
Sherwood Wealth Management

Sherwood, OR • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APP_PEND_IARCE 2026-01-01
  • OR RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

Sherwood, OR • 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
Undergraduate Student Fairview PA 02/2014 03/2018
Wooster Corthell Wealth Management, Inc. Glastonbury CT 03/2018 10/2019
Magpie Family Investment Services Sherwood OR 06/2020 Present
Thimbleberry Financial, Inc. Portland OR 12/2019 05/2020
Unemployed Middle Haddam CT 10/2019 12/2019
Ess Hillsboro OR 11/2024 Present
  • 02/2014 → 03/2018
    Undergraduate Student
    Fairview, PA
  • 03/2018 → 10/2019
    Wooster Corthell Wealth Management, Inc.
    Glastonbury, CT
  • 06/2020 → Present
    Magpie Family Investment Services
    Sherwood, OR
  • 12/2019 → 05/2020
    Thimbleberry Financial, Inc.
    Portland, OR
  • 10/2019 → 12/2019
    Unemployed
    Middle Haddam, CT
  • 11/2024 → Present
    Ess
    Hillsboro, OR
Previous Registrations
Other Businesses

Substitute Teacher for grades K-12, working for ESS in multiple Oregon school districts. Non-investment-related business. Approximately 30 hours per week. Approximately 16 hours per week during securities trading hours. Position began in November 2024. ESS 1915 NE Stucki Ave Suite 260 Hillsboro, OR 97006

Designations

View on SEC IAPD

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