Robert Leonard Green

Current Employers

Bg Financial Advisors, Llc

Beaufort, SC • United States

Current Registrations

Authority	Category	Status	Date
SC	RA	APP_PEND_IARCE	2026-01-01
TX	RA	APPROVED	2013-06-20

SC RA
APP_PEND_IARCE

Since 2026-01-01
TX RA
APPROVED

Since 2013-06-20

Branch Locations

Beaufort, SC • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Bg Financial Advisors	Beaufort	SC	12/1988	Present
Bg Financial Advisors Llc	Beaufort	SC	06/2013	Present

12/1988 → Present

Bg Financial Advisors

Beaufort, SC
06/2013 → Present

Bg Financial Advisors Llc

Beaufort, SC

Previous Registrations

2005-12-01 → 2013-09-03

Geneos Wealth Management, Inc.

Capitola, CA

Englewood, CO

Englewood, CO

Englewood, CO

Greenwood Village, CO
2001-03-26 → 2005-12-06

Valmark Advisers, Inc.

Capitola, CA

Other Businesses

1)Licensed Attorney; non-investment related;Address: 122 Palmetto Place, Beaufort, SC, 29902; Start Date: 11/11/1975; Number of hours per month devoted to other business: 0; Number of hours per month during trading hours: 0; Not current practicing law 2) Insurance; non-investment related; Address: 122 Palmetto Place, Beaufort, SC, 29902; Start Date: 4/2/2008; Number of hours per month devoted to other business: less than 5% of his time.; Number of hours per month during trading hours: less than 5% of his time.; Insurance Sales

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1983-03-08

S63 Uniform Securities Agent State Law Examination

1983-03-08

Designations

View on SEC IAPD