Joseph Murle Green

Current Employers

Employment History

• 07/1995 → Present
  Jm Green & Associates, Cpa'S
  Wapakoneta, OH
• 09/2015 → Present
  Sagepoint Financial, Inc.
  Wapakoneta, OH
• 09/2023 → Present
  Osaic Wealth, Inc.
  Wapakoneta, OH

Previous Registrations

• 2018-10-24 → 2023-09-01
  Osaic Services, Inc.
  Wapakoneta, OH
  Wapakoneta, OH
  Indianapolis, IN
• 2012-08-21 → 2015-09-10
  National Planning Corporation
  Indianapolis, IN
  Wapakoneta, OH
• 1999-11-29 → 2006-08-10
  Avantax Advisory Services
  Wapakoneta, OH

Other Businesses

1. WAJ MANAGEMENT CO, INC-NO-821 DEFIANCE ST WAPAKONETA OHIO 45895-INCOME TAX PREPARATION AND ACCOUNTING-CFO/MANAGER/CPA-08/29/2011-130/130 HOURS-PREPARATION OF INCOME RETURNS BOOKKEEPING AND ACCOUNTING SERVICES TO CLIENTS. 2. JOSEPH M GREEN POSITION: Landlord NATURE: Sole Proprietor - Landlord INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2024 ADDRESS: 5030 SR 66, New Bremen OH 45869, United States DESCRIPTION: I am the Owner of an Office Building in new Bremen Ohio. Rent is $1,750 per month. I have rented it to WAJ Management Co. which is already on my OBA.

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-06-25

Designations

Other Names

• Joseph Green