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William Patrick Greene

Mutual Advisors, LLC

Clayton, MO

Omaha, NE

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Current Employers
Mutual Advisors, Llc

9140 W Dodge Road Suite 230, Omaha, NE 68114 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2018-06-12
  • MO RA
    APPROVED
    Since 2018-06-12

Branch Locations

165 North Meramec Ave. Suite 430, Clayton, MO 63105 • United States

9140 W Dodge Road Suite 230, Omaha, NE 68114 • 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
Fidelity Brokerage Services, Inc. St. Louis MO 10/1986 06/2017
Mutual Securities, Inc. Camarillo CA 06/2018 10/2019
Mutual Advisors, Llc. Omaha NE 06/2018 Present
Unemployed St. Louis MO 06/2017 06/2018
  • 10/1986 → 06/2017
    Fidelity Brokerage Services, Inc.
    St. Louis, MO
  • 06/2018 → 10/2019
    Mutual Securities, Inc.
    Camarillo, CA
  • 06/2018 → Present
    Omaha, NE
  • 06/2017 → 06/2018
    Unemployed
    St. Louis, MO
Previous Registrations
Other Businesses

1. JADE HARVEST, LLC, START DATE: 9/7/2017, 950 FRANCIS PLACE, SUITE 107, CLAYTON, MO 63105, LLC, REAL ESTATE/PROPERTY MANAGEMENT, PASSIVE INVESTOR, NOT INVESTMENT RELATED, 0 HOURS PER MONTH, 0 HOURS PER DAY DURING TRADING HOURS. 2. MUSICIAN, START DATE: ONGOING, MUSICAL GROUP, DRUMMER/SINGER, DRUMMER/SINGER, NOT INVESTMENT RELATED, 12 HOURS PER MONTH, 0 HOURS PER DAY DURING TRADING HOURS. 3. Robert P. Greene Irrevocable Insurance Trust UTA DTD, Start Date: 10/29/2018, 2180 White Lane Drive, Chesterfield, MO 63017, A Missouri Trust, The Trust owns a life insurance policy, Trustee, Pay the annual premium on the life insurance premium, Not Investment Related, 1 hour per year, 0 hours per day during trading hours. 4. Verde Bach, LLC., Start Date: 07/23/2019, 133 Bryn Wych Place, St. Louis, MO 63141, LLC, Pass through entity for fees and commissions, Organizer/Member, Organizer of the pass through entity, Not Investment Related, 1 hour per month, .10 hours per day during trading hours. 5. Hawthorne Capital Wealth Advisors, LLC., Start Date: 10/07/2022, 12400 Olive Blvd., Ste. 328, St. Louis, MO 63141, LLC, Renting office space and sharing office expenses, Member, Renting office space and sharing office expenses, Not Investment Related, 1 Hour per month, Less than 1 Hour per day during trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-05-15
S63 Uniform Securities Agent State Law Examination 2000-04-17
  • S66 Uniform Combined State Law Examination
    2000-05-15
  • S63 Uniform Securities Agent State Law Examination
    2000-04-17

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