Russell Paul Green

Current Employers

Employment History

• 03/2005 → 09/2018
  Wunderlich Securities, Inc.
  New York, NY
• 09/2018 → 04/2024
  Cabot Lodge Securities Llc
  New York, NY
• 09/2018 → 04/2024
  Cl Wealth Management Llc
  New York, NY
• 09/2018 → Present
  Rpg Wealth Management, Inc.
  Syosset, NY
• 04/2024 → Present
  Cl Wealth Management Llc
  Schaumburg, IL
• 04/2024 → Present
  Cabot Lodge Securities Llc
  Schaumburg, IL
• 10/2024 → Present
  Russell Green --Fixed Insurance
  Syosset, NY
• 01/2026 → Present
  Kacey S. Fitness, Inc.
  Syosset, NY

Previous Registrations

• 2012-01-12 → 2018-10-02
  B. Riley Wealth Management
  Great Neck, NY
  New York, NY

Other Businesses

1) RUTH WILKENS TRUST FBO MICHAEL WILKENS; INVESTMENT RELATED; SYOSSET, NY 11791; TRUST; TRUSTEE; 10-2007; 1 HOUR PER MONTH WILL BE DEVOTED TO THIS ACTIVITY; ZERO HOURS DURING TRADING HOURS; OVERSEE TRUST AND MAKE DISTRIBUTIONS. 2) RUTH WILKENS TRUST; SYOSSET, NY; INVESTMENT RELATED; TRUST; TRUSTEE, 2/2013; 1 HOUR PER MONTH; ZERO HOURS DURING TRADING HOURS; I AM THE REQUIRED FAMILY TRUSTEE ALONG WITH JP MORGAN. JP MORGAN MAKES ALL THE INVESTMENT DECISIONS AND I AM ASKED TO SIGN OFF ON PROPOSALS BEFORE THEY ARE INSTITUTED. I HAVE NO ACTIVE ROLE IN THE MANAGEMENT OF THIS TRUST. 3) RUSSELL'S HOUSE OF COLLECTIBLES, NOT INVESTMENT RELATED, SYOSSET, NY, EBAY STORE SELLING HOUSEHOLD GOODS, OWNER/OPERATOR, STARTED 1/2019, 5 HOURS DEVOTED PER MONTH, 0 HRS DURING TRADING, I BUY AND SELL HOUSEHOLD AND OTHER MISCELLANEOUS ITEMS IN MY EBAY STORE. 4)THE JUDITH LEV. 2001 FAMILY TRUST; INVESTMENT RELATED; FLORAL PARK, NY, 11005; PURCHASE INSURANCE TO FUND ESTATE TAX LIABILITIES; TRUSTEE, 3/2001; 0 HOURS DEVOTED TO ACTIVITY DURING THE MONTH; 0 HOURS ; I AM A TRUSTEE FOR THIS TRUST, BUT HAVE NO ACTIVE ROLE IN ITS OVERSIGHT. 5)RPG WEALTH MANAGEMENT, INC. (DBA), SUB-CHAPTER S CORP., INVESTMENT RELATED, SYOSSET, NY, PRESIDENT, 9/2018, 160 HOURS PER MONTH, 6.5 HOURS PER DAY DURING TRADING HOURS, CORPORATE ENTITY FOR EMPLOYMENT. 6) SYOSSET WOODBURY CHAMBER OF COMMERCE, NOT INVESTMENT RELATED, SYOSSET, NY, CIVIC ORGANIZATION OF LOCAL BUSINESSES, PRESIDENT, 1/2021, 10 HOURS PER MONTH, 5 HOURS DURING TRADING HOURS, ORGANIZE EVENTS ON BEHALF OF THE CHANGE, HOST ZOOM MEETINGS, GRAND OPENINGS, ATTEND OTHER LOCAL CIVIC EVENTS AS THE CHIEF REPRESENTATIVE OF THE CHAMBER.. 7) NASSAU COUNTY COUNCIL OF CHAMBERS OF COMMERCE, 501(C)(6), NOT INVESTMENT RELATED, EAST MEADOW, NY, DIRECTOR, 7/2024, 6 HOURS PER MONTH, ZERO HOURS DURING TRADING HOURS, WORKING WITH OTHER DIRECTORS TO HELP THE NCCC ASSIST PROMOTING THE 46 CHAMBERS OF COMMERCE IN NASSAU COUNTY. 8) Russell Green, Fixed Insurance, not investment related, Syosset, NY, Annuity Agent, 4 hours per month, 4 hours during trading hours, works with PKS and Wentworth to identify fixed annuities that meets the needs and objectives of my clients. 9) Kacey S. Fitness, Inc, not investment related, Syosset, NY, Treasurer, 5 hours per month, zero hours during trading hours, handling the check writing, oversight of all incoming and outgoing funds, bookkeeping and any other activities associated with being the treasurer of a company.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-03-21
• S63 Uniform Securities Agent State Law Examination
  1985-07-23