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Cole A Green

Morgan Stanley

Riverside, CA

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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2020-10-09
TX RA APPROVED 2020-10-09
  • CA RA
    APPROVED
    Since 2020-10-09
  • TX RA
    APPROVED
    Since 2020-10-09

Branch Locations

3750 University Avenue Suite 600, Riverside, CA 92501 • 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
Nylife Securities, Llc Riverside CA 03/2017 11/2018
New York Life Insurance Co Riverside CA 03/2017 11/2018
California San Bernardino San Bernardino CA 03/2016 12/2016
Unemployed Yucaipa CA 12/2016 03/2017
Ubs Financial Services Inc. Riverside CA 11/2018 10/2020
Morgan Stanley Smith Barney Llc Riverside CA 10/2020 Present
Morgan Stanley Private Bank, N.A New York NY 11/2020 Present
  • 03/2017 → 11/2018
    Nylife Securities, Llc
    Riverside, CA
  • 03/2017 → 11/2018
    New York Life Insurance Co
    Riverside, CA
  • 03/2016 → 12/2016
    California San Bernardino
    San Bernardino, CA
  • 12/2016 → 03/2017
    Unemployed
    Yucaipa, CA
  • 11/2018 → 10/2020
    Ubs Financial Services Inc.
    Riverside, CA
  • 10/2020 → Present
    Morgan Stanley Smith Barney Llc
    Riverside, CA
  • 11/2020 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-01-04
S63 Uniform Securities Agent State Law Examination 2017-11-21
  • S65 Uniform Investment Adviser Law Examination
    2019-01-04
  • S63 Uniform Securities Agent State Law Examination
    2017-11-21
Other Names
  • Cole Addison Green
  • Cole Addison Green

View on SEC IAPD

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UBS FINANCIAL SERVICES INC.
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

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SALOMON GONZALEZ
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Rita N Pichardo
JERRY QUARTEY PAPAFIO

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · RIVERSIDE, CA
CETERA INVESTMENT ADVISERS LLC · Riverside, CA
UBS FINANCIAL SERVICES INC. · RIVERSIDE, CA
AMERIPRISE FINANCIAL SERVICES, LLC · RIVERSIDE, CA
EDWARD JONES · RIVERSIDE, CA
LPL FINANCIAL LLC · RIVERSIDE, CA
WELLS FARGO CLEARING SERVICES, LLC · RIVERSIDE, CA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Riverside, CA

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