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Las Vegas, NV • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2025-02-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Pointe Private Wealth Management, Llc | Brighton | MI | 06/2017 | 07/2019 |
| Brighttree Wealth Management, Llc | Honolulu | HI | 06/2019 | Present |
| Fresh Start Financial, Llc | Honolulu | HI | 07/2005 | 06/2019 |
Harold A. Green is the founder of Fresh Start Financial, LLC which was established in 2005. Fresh Start Financial also provides college funding services. He spends approximately 4 hours per week on these activities. In addition to these activities, Harold may be compensated directly by an insurance carrier for fixed products such as annuities, life insurance, long term care and Medicare Supplements. He spends approximately 10 hours per week on these activities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-05-23 |
| S63 | Uniform Securities Agent State Law Examination | 2016-09-20 |
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