Justin R. Green

Current Employers

Assist Fp

Marlborough, MA • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2022-09-09
NC	RA	APPROVED	2022-08-31
MA	RA	APPROVED	2021-03-23

TX RA
APPROVED_RES

Since 2022-09-09
NC RA
APPROVED

Since 2022-08-31
MA RA
APPROVED

Since 2021-03-23

Branch Locations

Marlborough, MA • 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

Organization	City	State	From	To
Four Ponds Financial Planning Llc	Falmouth	MA	01/2017	11/2020
Gtm Sportswear	Manhattan	KS	09/2014	12/2016
Assist Financial Planning L.L.C.	Durham	NC	11/2020	Present
Be A Wealthy Coach Llc	Durham	NC	10/2022	Present

01/2017 → 11/2020

Four Ponds Financial Planning Llc

Falmouth, MA
09/2014 → 12/2016

Gtm Sportswear

Manhattan, KS
11/2020 → Present

Assist Financial Planning L.L.C.

Durham, NC
10/2022 → Present

Be A Wealthy Coach Llc

Durham, NC

Previous Registrations

2017-07-25 → 2020-12-02

Four Ponds Financial Planning

Mashpee, MA

Other Businesses

Justin R. Green owns Be a Wealthy Coach LLC. Separate from Assist FP, it is a practice that may be complementary to Assist FP and engages or may engage in CFO / business advisory services, business coaching, tax preparation, and tax planning for solopreneurs and small businesses. He devotes approximately 20% of his time to this outside business activity.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2017-06-15

S65 Uniform Investment Adviser Law Examination

2017-06-15

Designations

Other Names

Justin Rollin Green

View on SEC IAPD