Kevin E. Greene
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.
Kevin Edward Greene was a registered financial professional .
Kevin is a previously registered financial professional and started their career in finance in 1984. Kevin had worked at 25 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 22, Series 6 and Series 24 exams.
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
August 29, 2025 - August 10, 2026
WEALTHFORGE SECURITIES, LLC
February 28, 2023 - October 19, 2023
KCD FINANCIAL, INC.
January 25, 2022 - January 31, 2023
ORCHARD SECURITIES, LLC
March 5, 2019 - January 24, 2022
CABOT LODGE SECURITIES LLC
May 31, 2017 - October 16, 2018
D.H. HILL SECURITIES, LLLP
January 3, 2017 - May 31, 2017
HARTMAN REAL ASSETS SECURITIES, INC
July 1, 2015 - January 3, 2017
D.H. HILL SECURITIES, LLLP
August 8, 2014 - August 20, 2015
INNOVATION PARTNERS LLC
August 1, 2013 - July 30, 2014
SANDLAPPER SECURITIES, LLC
April 20, 2011 - July 31, 2013
FORESIDE FUND SERVICES, LLC
November 10, 2009 - September 20, 2010
SELECT CAPITAL CORPORATION
July 15, 2008 - June 12, 2009
CM SECURITIES, LLC
December 6, 2007 - July 11, 2008
MLP REAL ESTATE SECURITIES, INC.
March 13, 2007 - December 5, 2007
STEVEN L. FALK & ASSOCIATES INC.
February 13, 2007 - March 6, 2007
BURCH & COMPANY, INC
March 8, 2004 - February 13, 2006
GRUBB & ELLIS SECURITIES, INC.
October 29, 2002 - April 20, 2004
ARES WEALTH MANAGEMENT SOLUTIONS, LLC
September 15, 1998 - February 1, 2002
BLACKROCK INVESTMENTS, LLC
January 30, 1996 - November 3, 1997
DIRECTED SERVICES LLC
June 10, 1994 - March 31, 1995
JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC
June 10, 1994 - March 31, 1995
SIGNATOR INVESTORS, INC.
September 7, 1993 - May 18, 1994
CHARLES SCHWAB & CO., INC.
March 4, 1988 - August 18, 1993
OPPENHEIMERFUNDS DISTRIBUTOR, INC.
November 19, 1985 - July 25, 1987
HORNOR, TOWNSEND & KENT, LLC
June 18, 1984 - October 15, 1985
MML INVESTORS SERVICES, LLC
April 5, 1984 - October 15, 1985
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
What does exam status mean?
Series 22
Passed: 9/13/1984
Series 6
Passed: 4/4/1984
Current Firm
WEALTHFORGE SECURITIES, LLC
CRD#: 152550 / SEC#: , 8-68464
Contact information
FINRA licenses (53 States and Territories)
Disclosures
| Regulatory Event | 3 |
| Arbitration | 1 |
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.
