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HG

Howard M. Green

AXOS CLEARING LLC
Edison, NJ 08837
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CRD#: 2535812
HG

Professional summary


Howard Michael Green is a registered financial professional currently at AXOS CLEARING LLC located in Edison, New Jersey.

Howard is registered as a RR (Registered Representative) and started their career in finance in 1995. Howard has worked at 21 firms and has passed the Series 63, Series 99TO, SIE and Series 27 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 Howard Michael 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

May 5, 2023 - Present

AXOS CLEARING LLC

Office #1: 110 Fieldcrest Ave 4th Floor, Edison, NJ 08837
BD
CRD#: 117176
Edison, NJ
Past

April 25, 2019 - December 31, 2019

G.RESEARCH, LLC

BD
CRD#: 7353
RYE, NY
Past

March 26, 2019 - April 21, 2023

G.DISTRIBUTORS, LLC

BD
CRD#: 155071
RYE, NY
Past

September 19, 2017 - July 19, 2018

SUNRISE BROKERS LLC

BD
CRD#: 151012
NEW YORK, NY
Past

September 19, 2017 - July 19, 2018

MINT BROKERS

BD
CRD#: 13681
NEW YORK, NY
Past

September 19, 2017 - July 19, 2018

FMX EXECUTION, LLC

BD
CRD#: 154075
NEW YORK, NY
Past

September 19, 2017 - July 19, 2018

GFI SECURITIES LLC

BD
CRD#: 19982
NEW YORK, NY
Past

September 19, 2017 - July 19, 2018

CFWP SECURITIES, LLC

BD
CRD#: 170228
NEW YORK, NY
Past

September 19, 2017 - July 19, 2018

CF SECURED, LLC

BD
CRD#: 285841
NEW YORK, NY
Past

September 19, 2017 - July 19, 2018

CASTLEOAK SECURITIES, LP

BD
CRD#: 125334
NEW YORK, NY
Past

September 19, 2017 - July 19, 2018

CANTOR FITZGERALD & CO.

BD
CRD#: 134
NEW YORK, NY
Past

September 19, 2017 - July 19, 2018

BGC FINANCIAL, L.P.

BD
CRD#: 19801
NEW YORK, NY
Past

September 19, 2017 - July 19, 2018

AQUA SECURITIES L.P.

BD
CRD#: 47681
NEW YORK, NY
Past

October 20, 2016 - September 26, 2017

COWEN EXECUTION SERVICES LLC

BD
CRD#: 35693
NEW YORK, NY
Past

April 18, 2012 - October 11, 2016

CANACCORD GENUITY LLC

BD
CRD#: 1020
NEW YORK, NY
Past

May 2, 2011 - November 28, 2012

CANACCORD GENUITY SECURITIES LLC

BD
CRD#: 24790
NEW YORK, NY
Past

October 30, 2003 - October 3, 2005

FEF DISTRIBUTORS, LLC

BD
CRD#: 46585
NEW YORK, NY
Past

October 29, 2003 - May 4, 2011

NATIXIS SECURITIES AMERICAS LLC

BD
CRD#: 1101
NEW YORK, NY
Past

September 10, 2002 - October 28, 2003

FEF DISTRIBUTORS, LLC

BD
CRD#: 46585
NEW YORK, NY
Past

May 5, 2000 - October 28, 2003

NATIXIS SECURITIES AMERICAS LLC

BD
CRD#: 1101
NEW YORK, NY
Past

April 30, 1996 - April 28, 2000

COMMERZBANK CAPITAL MARKETS CORP.

BD
CRD#: 21787
NEW YORK, NY
Past

November 8, 1995 - March 22, 1996

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

February 28, 1995 - January 29, 1996

SMITH NEW COURT, INC.

BD
CRD#: 10510
NEW YORK, NY

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
New York
(5/5/2023)

Exams


State Security Law Exam
RR
Series 63
Date: 10/17/1996
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
BOX Exchange LLC
SRO Registrations
RR
Cboe BZX Exchange, Inc.
SRO Registrations
RR
FINRA
SRO Registrations
RR
Investors' Exchange LLC
SRO Registrations
RR
Miami International Securities Exchange, LLC
SRO Registrations
RR
NYSE American LLC
SRO Registrations
RR
NYSE Arca, Inc.
SRO Registrations
RR
NYSE Texas, Inc.
SRO Registrations
RR
Nasdaq ISE, LLC
SRO Registrations
RR
Nasdaq Stock Market
SRO Registrations
RR
New York Stock Exchange

Current Firm


AC
AXOS CLEARING LLC
AXOS ADVISOR SERVICES | LEGENT CLEARING LLC | LEGENT CLEARING CORP. | LEGENT CLEARING | KP CLEARING, INC. | COR CLEARING LLC | AXOS CLEARING LLC

CRD#: 117176 / SEC#: , 8-53595

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


Main Address
15950 West Dodge Road Suite 300, Omaha, NE 68118
Mailing Address
15950 West Dodge Road Suite 300, Omaha, NE 68118
Phone number
(402) 384-6100
Established
Delaware since 01/22/2004
Firm type
Limited Liability Company
Fiscal year end
June
Firm Size
Medium
# of Employees

FINRA licenses (53 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#
AXOS SECURITIES, LLCSOLE OWNER
CROW, DAVID MICHAELPRESIDENT, AXOS CLEARING, LLC4370102
FAUCHER, KATHY NOELAML OFFICER6323326
GREEN, HOWARD MICHAELCHIEF FINANCIAL OFFICER2535812
KINSELLA, SHAWN ROBERTCHIEF COMPLIANCE OFFICER5793966
PLUMMER, JEFFREY KENTPRINCIPAL OPERATIONS OFFICER4576783
SHIRMANG, STEPHEN LOWELLCHIEF OPERATIONS OFFICER3083416

Disclosures


Regulatory Event13

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


AXOS CLEARING LLC

CRD#: 117176Edison, NJ 08837

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