Arlie Wilson Green

Current Employers

Employment History

• 08/2012 → 03/2026
  Fortress Wealth Management, Inc.
  Culver City, CA
• 10/2008 → 02/2022
  Mjm401K, Llc
  Phoenix, AZ
• 02/2022 → Present
  Creative Planning Institutional Advisors, Llc
  Newport Beach, CA
• 11/2025 → Present
  Farther
  Culver City, CA

Previous Registrations

• 2012-04-17 → 2026-03-04
  Fortress Wealth Management, Inc.
  Santa Monica, CA
  Culver City, CA
  Los Angeles, CA
• 2018-01-12 → 2021-12-14
  Mjm401K, Llc
  Culver City, CA
• 2003-09-17 → 2004-07-07
  Financial West Group
  Thousand Oaks, CA

Other Businesses

Sageview Advisory Group; Is the business investment related: Yes; Location of the business: 4000 MacArthur Blvd, Suite 1050 Newport Beach CA 92660 USA; oba street address: 4000 MacArthur Blvd, Suite 1050;oba city: Newport Beach;oba state: CA;oba zip code: 92660; oba country: USA; Description of the business: Advisory services to corporate defined contribution retirement plans; Position Title: Consultant; Responsibilities Duties: Consultant to individual 401k Plans. Duties include investment selection monitoring, participant education and plan level operational consulting; Start date with business: 2021-07-01;Hours per month devoted to business during trading hours: 30; Hours per month devoted to business outside trading hours: 50; Percentage of total yearly compensation expected to be derived from the business: 50; Will an IRS form for income earned be received: Yes.

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-04-16
• S66 Uniform Combined State Law Examination
  2003-09-03

Other Names

• Buddy Green
• Bud Green