Terri J. Greenwood
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.
Terri Joanne Greenwood, who also goes by Terri Joanne Grigsby, was a registered financial professional .
Terri is a previously registered financial professional and started their career in finance in 2006. Terri had worked at 1 firm and has passed the Series 63, SIE, Series 99 and Series 22 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
May 26, 2006 - January 13, 2026
HALEY SECURITIES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
HALEY SECURITIES, INC.
CRD#: 104124 / SEC#: , 8-52622
Contact information
FINRA licenses (41 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| COHOON, CHRISTINE ANGELA | PRESIDENT, FINOP, CHIEF FINANCIAL OFFICER | 5279757 |
| OVERLY, BRIAN JOSEPH | CHIEF COMPLIANCE OFFICER, SECRETARY | 5264831 |
| SHIRLEY H. OVERLY REVOCABLE TRUST | TRUST | |
| BROWN, SHIRLEY OVERLY | TRUSTEE OF THE SHIRLEY H. OVERLY REVOCABLE TRUST | 4391859 |
| BROWN, SHIRLEY OVERLY | DIRECTOR | 4391859 |
Disclosures
| Regulatory Event | 1 |
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.
