NG
Nathan B. Green
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CRD#: 6838561
NG
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.
Nathan Bryan Green, who also goes by Nate Green, was a registered financial professional .
Nathan is a previously registered financial professional and started their career in finance in 2017. Nathan had worked at 1 firm and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
No
Aliases
Nate 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.
(dba) SOLUTIONS GROUP (aka SOLUTIONS GROUP WEALTH MANAGEMENT LLC); Heathrow, FL 32746; Investment Advisory Services; Financial Adviser / Partner; Providing securities, investment, and insurance products and services. >> SOLUTIONS GROUP ACCOUNTING FIRM INC; Non-Investment Related; Longwood, FL 32750; Tax Preparer; President/CEO; Start Date 07/2009; 150 hours per month with 140 hours per month occurring during trading hours; I manage the accounting firm and offer accounting and planning services. >> SOLUTIONS GROUP MORTGAGE dba MORTGAGE BROKER; Non-Investment Related; Heathrow, FL 32746; Mortgage Brokerage; MLO; Start Date 01/2021; 6 hours per month with those 4 more/less hours per month occurring during trading hours; Duties are related to connecting relationships to the appropriate MLO at the firm with a focus on the business development aspect of the company. >> SOLUTIONS GROUP ASSURANCE SERVICES; Non-investment related; Heathrow, FL 32746; Accounting; Member; Start Date 10/2018; 1 hour per month with no hours during trading hours; This business provides accounting assurance services to local small business. I provide management oversight. >> GSAF, INC (GREEN SOLUTIONS ACCOUNTING FIRM); Non-investment related; Heathrow, FL 32746; Accounting Firm; Tax Accountant; Start Date 6/2008; 160 hours per month with all hours per month occurring during trading hours; Accounting firm that I own, operate and manage. The business was incorporated in July, 2009. >> BBC SYSTEMS, INC.; Non-investment Related; Heathrow, FL 32746; CFO; Start Date 7/1/09; 12 hours per month with all hours occurring during trading hours; I sit as the CFO to assist with financial decisions of the company. >> BELHAVEN UNIVERSITY; Not investment related; Oviedo, FL 32766; Adjunct Professor; I teach online classes for the University when they have a need for me to do so. >> COURSE DEVELOPMENT; Non-Investment Related; Lake Mary, FL 32746; Other; President; Start Date 01/2022; 10 hours per month with some of those hours per month occurring during trading hours; Developing business courses (non-financial) related to sales, operations, and business growth. >> FUTIPANTS LLC; Non-Investment Related; Lake Mary, FL 32746; Other; AMBR; Start Date 12/2021; No hours per month; Holding entity only. >> JUGGERNAUT ADVENTURES LLC; Non-Investment Related; Lake Mary, FL 32746; Other; President; Start Date 04/2021; No hours per month; Asset entity holdings. >> JUGGERNAUT SUCCESS LLC; Non-Investment Related; Lake Mary, FL 32746; Other; President; Start Date 02/2021; No hours per month; I P Holding entity only. >> SLICK TOP MANAGEMENT INC; Non-investment Related; Heathrow, FL 32746; Accounting Management; President; Start Date 01/2019; 160 hours per month with all hours occurring during trading hours; This company provides services to Green Solutions Accounting Firm Inc. (GSAF, Inc). This company does not provide services to the public. >> SG RE HOLDINGS LLC; Non-Investment Related; Longwood, FL 32750; Real Estate; MGR; Start Date 07/2020; No hours per month; A holding entity only.
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
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
Past
December 14, 2017 - December 31, 2024
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
RIA
CRD#: 15708
Heathrow, FL
Past
November 9, 2017 - December 31, 2024
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
BD
CRD#: 15708
Heathrow, FL
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
This advisor is not registered in any state.
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
CF
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CONCOURSE FINANCIAL GROUP ADVISORS | PROTECTIVE EQUITY SERVICES, INC. | PROEQUITIES, INC. | PROEQUITIES INC | INVESTMENT ADVISORS | CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CRD#: 15708 / SEC#: 801-56010, 8-32590
BD
Terminated by SEC on 08/24/2025
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Contact information
Main Address
2801 Highway 280 South, Birmingham, AL 35223
Mailing Address
P.o. Box 518, Birmingham, AL 35201-0518
Phone number
(800) 288-3035
Established
Alabama since 07/11/1984
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
885
FINRA licenses (2 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| PROTECTIVE LIFE CORPORATION | PARENT | |
| MCCRELESS, KEVIN LUCIUS | CHIEF COMPLIANCE OFFICER | 5180100 |
Regulatory assets under management
| Total Number of Accounts | 20,957 |
| AUM (Assets Under Management) | $ 4,373,015,542 |
Disclosures
| Regulatory Event | 64 |
| Arbitration | 5 |
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.
