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Catherine L. Tweed

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CRD#: 1155377
CT

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Catherine Lee Tweed, who also goes by Catherine Lee Bible, was a registered financial professional .

Catherine is a previously registered financial professional and started their career in finance in 1984. Catherine had worked at 10 firms and has passed the Series 65, Series 66, Series 63, Series 7, Series 22 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Catherine Lee Bible

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

September 17, 2013 - December 31, 2015

GREEN STREET ASSET MANAGEMENT LLC

RIA
CRD#: 168141
PASADENA, CA
Past

February 4, 2011 - May 9, 2011

SYNDICATED CAPITAL, INC.

BD
CRD#: 29037
DIAMOND BAR, CA
Past

February 20, 2008 - December 31, 2008

SYNDICATED CAPITAL, INC.

BD
CRD#: 29037
DIAMOND BAR, CA
Past

April 6, 2006 - May 10, 2007

BROOKSTREET SECURITIES CORPORATION

RIA
CRD#: 14667
PASADENA, CA
Past

February 3, 2006 - May 10, 2007

BROOKSTREET SECURITIES CORPORATION

BD
CRD#: 14667
PASADENA, CA
Past

June 6, 2003 - December 31, 2004

CASH COW INVESTMENTS, INC.

RIA
CRD#: 122096
PASADENA, CA
Past

November 6, 2002 - January 5, 2004

INVESTMENT SECURITY CORPORATION

BD
CRD#: 47536
CALABASAS, CA
Past

March 20, 2001 - November 6, 2002

TRANSAMERICA FINANCIAL ADVISORS, LLC

RIA
CRD#: 16164
PASADENA, CA
Past

April 21, 1997 - November 6, 2002

TRANSAMERICA FINANCIAL ADVISORS, LLC

BD
CRD#: 16164
PHILADELPHIA, PA
Past

August 16, 1995 - April 24, 1997

LAGUNA SECURITIES, INC.

BD
CRD#: 37547
NEWPORT BEACH, CA
Past

March 10, 1994 - November 22, 1995

WEALTH RESOURCE CAPITAL CORPORATION

BD
CRD#: 10367
NEWPORT BEACH, CA
Past

February 25, 1993 - March 15, 1994

SECURITIES AMERICA, INC.

BD
CRD#: 10205
LAVISTA, NE
Past

January 17, 1984 - April 19, 1984

LPL FINANCIAL LLC

BD
CRD#: 6413

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 8/27/2013
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 3/5/2001
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


GS
GREEN STREET ASSET MANAGEMENT LLC
GREEN STREET ASSET MANAGEMENT LLC

CRD#: 168141 / SEC#:

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Contact information


Main Address
1055 E. Colorado Blvd., Suite 500, Pasadena, CA 91106
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


GREEN STREET ASSET MANAGEMENT LLC

CRD#: 168141

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