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RG

Roger K. Greenway

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CRD#: 1606228
RG

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.

Roger Kent Greenway was a registered financial professional .

Roger is a previously registered financial professional and started their career in finance in 1992. Roger had worked at 9 firms and has passed the Series 63, Series 7TO, Series 52TO, Series 99TO, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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)


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

November 12, 2019 - September 1, 2021

FENIX SECURITIES, LLC

BD
CRD#: 159481
NEW YORK, NY
Past

May 24, 2013 - November 14, 2017

TRIAD ADVISORS LLC

BD
CRD#: 25803
ATLANTA, GA
Past

September 6, 2005 - May 1, 2013

TRUIST INVESTMENT SERVICES, INC.

BD
CRD#: 17499
ATLANTA, GA
Past

December 2, 2004 - December 3, 2004

CONSUMER CONCEPTS INVESTMENTS, INC.

BD
CRD#: 26167
AUSTELL, GA
Past

October 23, 2001 - February 4, 2003

WAVELAND CAPITAL PARTNERS LLC

BD
CRD#: 40054
IRVINE, CA
Past

July 20, 2001 - August 15, 2001

EMPIRE FINANCIAL GROUP, INC.

BD
CRD#: 28759
LONGWOOD, FL
Past

August 31, 1999 - July 20, 2001

CENTENNIAL CAPITAL MANAGEMENT, INC.

BD
CRD#: 38988
ATLANTA, GA
Past

July 28, 1998 - August 31, 1999

WMA SECURITIES, INC.

BD
CRD#: 32625
DULUTH, GA
Past

July 16, 1992 - March 24, 1997

FSC SECURITIES CORPORATION

BD
CRD#: 7461
ATLANTA, GA

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
RR
Series 63
Date: 6/10/1996
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 2/6/2024
General Securities Representative Examination
General Industry/Product Exam
RR
Series 52TO
Date: 2/6/2024
Municipal Securities Representative Examination
General Industry/Product Exam
RR
Series 99TO
Date: 2/6/2024
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


FS
FENIX SECURITIES, LLC
FENIX SECURITIES, LLC

CRD#: 159481 / SEC#: , 8-68988

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information


Main Address
One World Trade Center 85th Floor, New York, NY, 10007
Mailing Address
One World Trade Center 85th Floor, New York, NY, 10007
Phone number
(212) 220-7444
Established
Delaware since 06/01/2007
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (10 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
FENIX FINANCIAL INC.MEMBER
ANDERSON, KATHERINE ALICEFINOP/PFO4723171
BROWN, EVAN MICHAELCHIEF COMPLIANCE OFFICER /AML COMPLIANCE OFFICER6563464
CATALANO, JOHN FRANKCOMPLIANCE PRINCIPAL2873076
GALVEZ POURTALE, JULIANMANAGING PARTNER/PRINCIPAL/ROP4474817

Disclosures


Regulatory Event3

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


FENIX SECURITIES, LLC

CRD#: 159481

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