Kevin E. Greene

WEALTHFORGE SECURITIES

Richmond, VA 23230

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CRD#: 1226921

Professional summary

Kevin Edward Greene is a registered financial professional currently at WEALTHFORGE SECURITIES, LLC located in Richmond, Virginia.

Kevin is registered as a RR (Registered Representative) and started their career in finance in 1984. Kevin has worked at 25 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 22, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

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) - BD

Click below to view Kevin Edward Greene's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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

Current

August 29, 2025 - Present

WEALTHFORGE SECURITIES, LLC

Office #1: 3015 W Moore Street Suite 102, Richmond, VA 23230

CRD#: 152550

Richmond, VA

Past

February 28, 2023 - October 19, 2023

KCD FINANCIAL, INC.

CRD#: 127473

GREEN BAY, WI

Past

January 25, 2022 - January 31, 2023

ORCHARD SECURITIES, LLC

CRD#: 133378

PLEASANT GROVE, UT

Past

March 5, 2019 - January 24, 2022

CABOT LODGE SECURITIES LLC

CRD#: 159712

SCHAUMBURG, IL

Past

May 31, 2017 - October 16, 2018

D.H. HILL SECURITIES, LLLP

CRD#: 41528

KINGWOOD, TX

Past

January 3, 2017 - May 31, 2017

HARTMAN REAL ASSETS SECURITIES, INC

CRD#: 282619

HOUSTON, TX

Past

July 1, 2015 - January 3, 2017

D.H. HILL SECURITIES, LLLP

CRD#: 41528

KINGWOOD, TX

Past

August 8, 2014 - August 20, 2015

INNOVATION PARTNERS LLC

CRD#: 146344

CHARLOTTE, NC

Past

August 1, 2013 - July 30, 2014

SANDLAPPER SECURITIES, LLC

CRD#: 137906

GREENVILLE, SC

Past

April 20, 2011 - July 31, 2013

FORESIDE FUND SERVICES, LLC

CRD#: 46106

PORTLAND, ME

Past

November 10, 2009 - September 20, 2010

SELECT CAPITAL CORPORATION

CRD#: 145997

SAN JUAN CAPISTRANO, CA

Past

July 15, 2008 - June 12, 2009

CM SECURITIES, LLC

CRD#: 127136

HENDERSON, NV

Past

December 6, 2007 - July 11, 2008

MLP REAL ESTATE SECURITIES, INC.

CRD#: 140383

SANTA ROSA BEACH, FL

Past

March 13, 2007 - December 5, 2007

STEVEN L. FALK & ASSOCIATES INC.

CRD#: 14297

MIRAMAR BEACH, FL

Past

February 13, 2007 - March 6, 2007

BURCH & COMPANY, INC

CRD#: 102280

EL DORADO HILLS, CA

Past

March 8, 2004 - February 13, 2006

GRUBB & ELLIS SECURITIES, INC.

CRD#: 17932

SANTA ANA, CA

Past

October 29, 2002 - April 20, 2004

ARES WEALTH MANAGEMENT SOLUTIONS, LLC

CRD#: 119546

DENVER, CO

Past

September 15, 1998 - February 1, 2002

BLACKROCK INVESTMENTS, LLC

CRD#: 38642

NEW YORK, NY

Past

January 30, 1996 - November 3, 1997

DIRECTED SERVICES LLC

CRD#: 21675

WEST CHESTER, PA

Past

June 10, 1994 - March 31, 1995

JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC

CRD#: 28262

BOSTON, MA

Past

June 10, 1994 - March 31, 1995

SIGNATOR INVESTORS, INC.

CRD#: 468

BOSTON, MA

Past

September 7, 1993 - May 18, 1994

CHARLES SCHWAB & CO., INC.

CRD#: 5393

WESTLAKE, TX

Past

March 4, 1988 - August 18, 1993

OPPENHEIMERFUNDS DISTRIBUTOR, INC.

CRD#: 7834

NEW YORK, NY

Past

November 19, 1985 - July 25, 1987

HORNOR, TOWNSEND & KENT, LLC

CRD#: 4031

Past

June 18, 1984 - October 15, 1985

MML INVESTORS SERVICES, LLC

CRD#: 10409

Past

April 5, 1984 - October 15, 1985

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY

CRD#: 2682

State Registrations and Notice Filings

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

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

California
(10/30/2025)

Florida
(8/29/2025)

Illinois
(8/29/2025)

Virginia
(8/29/2025)

Exams

State Security Law Exam

IAR

Series 65

Date: 2/23/1995

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/2/1984

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/18/1989

General Securities Representative Examination

General Industry/Product Exam

Series 22

Date: 9/13/1984

Direct Participation Programs Representative Examination

General Industry/Product Exam

Series 6

Date: 4/4/1984

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 4/8/2005

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

WEALTHFORGE SECURITIES, LLC

WEALTHFORGE | WEALTHFORGE, LLC | WEALTHFORGE SECURITIES, LLC

CRD#: 152550 / SEC#: , 8-68464

Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)

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Contact information

Main Address

3015 W Moore St Suite 102, Richmond, VA 23230

Mailing Address

3015 W Moore St Suite 102, Richmond, VA 23230

Phone number

(804) 308-0431

Established

Virginia since 07/28/2009

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Small

# of Employees

FINRA licenses (53 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

Name	Position	CRD#
WEALTHFORGE HOLDINGS, INC.	PARENT
ARLES, DONNA DIPIETRO	CFO, PFO, POO	6489389
RAPER, JAMES LEROY JR	CCO, COO	5721253
ROBBINS, GEORGE WILLIAM IV	CEO	2440106

Disclosures

Regulatory Event	3
Arbitration	1

Red Flags

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

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Advisor Monitoring

Firm Stability Insights

Kevin E. Greene

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Kevin Edward Greene's CRS (Customer Relationship Summary).

Certified licenses

Experience

KCD FINANCIAL, INC.

ORCHARD SECURITIES, LLC

CABOT LODGE SECURITIES LLC

D.H. HILL SECURITIES, LLLP

HARTMAN REAL ASSETS SECURITIES, INC

D.H. HILL SECURITIES, LLLP

INNOVATION PARTNERS LLC

SANDLAPPER SECURITIES, LLC

FORESIDE FUND SERVICES, LLC

SELECT CAPITAL CORPORATION

CM SECURITIES, LLC

MLP REAL ESTATE SECURITIES, INC.

STEVEN L. FALK & ASSOCIATES INC.

BURCH & COMPANY, INC

GRUBB & ELLIS SECURITIES, INC.

ARES WEALTH MANAGEMENT SOLUTIONS, LLC

BLACKROCK INVESTMENTS, LLC

DIRECTED SERVICES LLC

JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC

SIGNATOR INVESTORS, INC.

CHARLES SCHWAB & CO., INC.

OPPENHEIMERFUNDS DISTRIBUTOR, INC.

HORNOR, TOWNSEND & KENT, LLC

MML INVESTORS SERVICES, LLC

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY

State Registrations and Notice Filings

Exams

Series 65

Date: 2/23/1995

Series 63

Date: 5/2/1984

SIE

Date: 10/1/2018

Series 7

Date: 3/18/1989

Series 22

Date: 9/13/1984

Series 6

Date: 4/4/1984

Series 24

Date: 4/8/2005

FINRA

Current Firm

WEALTHFORGE SECURITIES, LLC

Contact information

FINRA licenses (53 States and Territories)

Documents

Direct owners and executive officers

Disclosures

Red Flags

Company Information

WEALTHFORGE SECURITIES, LLC

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