Ronald C. 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.
Ronald Curtis Greene JR, who also goes by Ron Greene, Ronnie Greene, was a registered financial professional .
Ronald is a previously registered financial professional and started their career in finance in 1993. Ronald had worked at 7 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
August 13, 2025 - January 29, 2026
POLLEY WEALTH MANAGEMENT LLC
December 1, 2023 - August 15, 2025
EDELMAN FINANCIAL ENGINES
September 1, 2021 - November 15, 2023
POLLEY WEALTH MANAGEMENT LLC
March 2, 2021 - August 19, 2021
369 FINANCIAL LLC
October 17, 2001 - October 30, 2002
ALLEN DOUGLAS SECURITIES, INC.
July 26, 2000 - May 31, 2001
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
January 4, 1999 - July 25, 2000
JWGENESIS FINANCIAL GROUP, INC
November 17, 1993 - January 4, 1999
CHATFIELD DEAN & CO., INC.
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Current Firm
POLLEY WEALTH MANAGEMENT LLC
CRD#: 305143 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 106 |
| AUM (Assets Under Management) | $ 21,300,000 |
Red Flags
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