MG
Mitchell D. Green
TRANSCENDENT CAPITAL GROUP
Edmond, OK 73034
Some features on this profile are disabled
CRD#: 6486734
MG
Professional summary
Mitchell Don Green, who also goes by Mitch Green, is a registered financial advisor currently at TRANSCENDENT CAPITAL GROUP located in Edmond, Oklahoma.
Mitchell is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Mitchell has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Mitch Green
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.
GRAYLOCK LLC; NOT INV RELATED; PIEDMONT, OK; RENTAL PROPERTY; 95% OWNERSHIP; START 4/1/2012; 10 HOURS PER MONTH, 0 DURING TRADING; LANDLORD. FERRELL JOHNSON PROPERTIES LLC, NOT INV RELATED, EDMOND, OK, 33.3% OWNERSHIP, START 1/1/2008, 4 HOURS PER MONTH/0 DURING TRADING, HOLDS FINET PRACTICE BUILDING/RENTAL PROPERTY. JMEL LLC; NON INV RELATED; EDMOND, OK; OWNER; OFFICE BUILDING FOR BUSINESS PRACTICE; START: 2/1/17; 5 HRS/MO; 0 DURING TRADING. STYX LLC; NON INV RELATED; OKLAHOMA CITY, OK; OWNER; RESIDENTIAL RENTAL PROPERTIES; START 2018; 2 HRS/MO; 0 DURING TRADING. PREMIER AVIATION PARTNERS LLC; NON INV RELATED; OWNER; AIRPLANE MANAGEMENT; START 2020; 10 HRS/MO; 0 DURING TRADING. BELLE G LLC; NON INV RELATED; OWNER; RESIDENTIAL PROPERTIES; START 2020; 3 HRS/MO; 0 DURING TRADING. BOARD OF DIRECTORS FOR MARTINDALE CONSULTANTS, INC.; START 2022; 12 HRS/MO; 0 DURING TRADING.
CRS (Client Relationship Summary) - RIA
Click below to view Mitchell Don Green's 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®
NoneExperience
Current
November 11, 2021 - Present
TRANSCENDENT CAPITAL GROUP
Office #1: 1008 South Bryant Avenue Suite 250, Edmond, OK 73034RIA
CRD#: 316872
Edmond, OK
Past
June 25, 2015 - November 17, 2021
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
RIA
CRD#: 11025
EDMOND, OK
Past
June 8, 2015 - November 17, 2021
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
BD
CRD#: 11025
EDMOND, OK
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TC
TRANSCENDENT CAPITAL GROUP
TRANSCENDENT CAPITAL GROUP | TRANSCENDENT CAPITAL GROUP LLC
CRD#: 316872 / SEC#: 801-122512
RIA
Registered Investment Advisory firm - (10/15/2021 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Oklahoma(11/11/2021)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
TC
TRANSCENDENT CAPITAL GROUP
TRANSCENDENT CAPITAL GROUP | TRANSCENDENT CAPITAL GROUP LLC
CRD#: 316872 / SEC#: 801-122512
RIA
Registered Investment Advisory firm - (10/15/2021 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1008 South Bryant Avenue Suite 250, Edmond, OK 73034
Mailing Address
Phone number
(405) 341-9188
Established
Firm type
Fiscal year end
# of Employees
10
SEC notice filing (8 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,229 |
| AUM (Assets Under Management) | $ 312,086,000 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
