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KG

Kenneth N. Green

MARC J. LANE & COMPANY
Chicago, IL 60601
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CRD#: 1749298
KG

Professional summary


Kenneth Nathaniel Green is a registered financial professional currently at MARC J. LANE & COMPANY located in Chicago, Illinois.

Kenneth is registered as a RR (Registered Representative) and started their career in finance in 1988. Kenneth has worked at 4 firms and has passed the Series 65, Series 66, Series 63, Series 99TO, Series 52TO, SIE, Series 7, Series 53, Series 27 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) - BD


Click below to view Kenneth Nathaniel Green'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

October 11, 1994 - Present

MARC J. LANE & COMPANY

Office #1: 200 E. Randolph Street Suite 5100, Chicago, IL 60601Office #2: 200 E. Randolph Street Suite 5100, Chicago, IL 60601
BD
CRD#: 16188
Chicago, IL
Past

February 21, 2002 - November 20, 2021

GUARDIAN ROCK WEALTH INVESTMENT MANAGEMENT, INC.

RIA
CRD#: 120529
LISLE, IL
Past

July 11, 1990 - January 6, 1993

NYLIFE SECURITIES LLC

BD
CRD#: 5167
NEW YORK, NY
Past

January 19, 1988 - May 25, 1990

CONCORD SERVICES L.L.C.

BD
CRD#: 8085
CHICAGO, IL

State Registrations and Notice Filings


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

RR
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

RR
Arizona
(6/30/2021)
RR
Colorado
(6/29/2012)
RR
Illinois
(10/11/1994)
RR
Maryland
(1/10/2023)
RR
Ohio
(1/10/2023)
RR
Pennsylvania
(1/11/2023)
RR
South Carolina
(1/12/2023)
RR
Vermont
(1/10/2023)
RR
Wisconsin
(1/10/2023)

Exams


State Security Law Exam
IAR
Series 65
Date: 2/19/2025
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 2/13/2002
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


MJ
MARC J. LANE & COMPANY
MARC J. LANE & COMPANY

CRD#: 16188 / SEC#: , 8-33465

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


Main Address
200 E. Randolph Street Suite 5100, Chicago, IL 60601
Mailing Address
200 E. Randolph Street Suite 5100, Chicago, IL 60601
Phone number
(312) 372-1040
Established
Illinois since 01/01/1985
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (17 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#
LANE, MARC JAYCHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, ANTI-MONEY LAUNDERING COMPLIANCE PRINCIPAL & SHAREHOLDER1498190
GREEN, KENNETH NATHANIELVICE PRESIDENT - DIRECTOR OF INVESTMENTS, FINOP, PFO/POO, MUNICIPAL SECURITIES PRINCIPAL1749298

Disclosures


Regulatory Event1

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


MARC J. LANE & COMPANY

CRD#: 16188Chicago, IL 60601

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