Byron D. Green

GREEN INVESTMENT MANAGEMENT

FORT WORTH, TX 76102

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CRD#: 858585

Professional summary

Byron D Green JR, CFP® is a registered financial advisor currently at GREEN INVESTMENT MANAGEMENT, INC. located in Fort Worth, Texas.

Byron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1978. Byron has worked at 6 firms and has passed the Series 65, Series 63, Series 5, Series 7, Series 53, Series 24 and Series 4 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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) - RIA

Click below to view Byron D Green JR'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®

CFP^®

Certified Financial Planner

Experience

Current

January 10, 2017 - Present

GREEN INVESTMENT MANAGEMENT, INC.

Office #1: 309 West 7th Street Suite 101, Fort Worth, TX 76102

RIA

CRD#: 109695

FORT WORTH, TX

Past

April 12, 1996 - December 31, 2016

GREEN INVESTMENT MANAGEMENT, INC.

RIA

CRD#: 109695

FORT WORTH, TX

Past

April 12, 1988 - December 31, 2004

RHODES SECURITIES, INC.

CRD#: 19610

FT WORTH, TX

Past

March 23, 1982 - April 5, 1988

SIMMONS-GREEN FINANCIAL SERVICES, INC.

CRD#: 10393

Past

December 23, 1981 - April 15, 1982

WEBER, HALL, SALE & ASSOCIATES, INC.

CRD#: 876

Past

November 26, 1979 - January 22, 1982

LEHMAN BROTHERS INC.

CRD#: 7506

Past

November 1, 1978 - November 26, 1979

LOEB PARTNERS

CRD#: 7534

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

California
(1/10/2017)

IAR

Maryland
(1/12/2017)

IAR

Texas
(1/11/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/24/1993

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/17/1979

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 5

Date: 10/17/1981

Interest Rate Options Examination

General Industry/Product Exam

Series 7

Date: 10/21/1978

General Securities Representative Examination

Principal/Supervisory Exam

Series 53

Date: 10/22/1986

Municipal Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 12/15/1981

General Securities Principal Examination

Principal/Supervisory Exam

Series 4

Date: 12/15/1981

Registered Options Principal Examination

Current Firm

GREEN INVESTMENT MANAGEMENT, INC.

GREEN INVESTMENT MANAGEMENT INC | GREEN INVESTMENT MANAGEMENT, INC.

CRD#: 109695 / SEC#: 801-21093

RIA

Registered Investment Advisory firm - (11/30/2017 Terminated)

California

Registered Investment Advisory firm - (4/18/2017 Approved)

Connecticut

Registered Investment Advisory firm - (12/31/2017 Terminated)

Illinois

Registered Investment Advisory firm - (12/31/2017 Terminated)

Louisiana

Registered Investment Advisory firm - (1/3/2018 Terminated)

Maryland

Registered Investment Advisory firm - (12/5/2025 Termination Requested)

New York

Registered Investment Advisory firm - (12/31/2017 Terminated)

Ohio

Registered Investment Advisory firm - (11/5/2018 Terminated)

Tennessee

Registered Investment Advisory firm - (5/16/2023 Terminated)

Texas

Registered Investment Advisory firm - (1/11/2017 Approved)

Virginia

Registered Investment Advisory firm - (11/6/2018 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

500 West 7th Street Suite 827, Fort Worth, TX 76102

Mailing Address

Phone number

(817) 335-1178

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	143
AUM (Assets Under Management)	$ 60,659,991

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.

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Firm Stability Insights

Byron D. Green

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Byron D Green JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

GREEN INVESTMENT MANAGEMENT, INC.

RHODES SECURITIES, INC.

SIMMONS-GREEN FINANCIAL SERVICES, INC.

WEBER, HALL, SALE & ASSOCIATES, INC.

LEHMAN BROTHERS INC.

LOEB PARTNERS

State Registrations and Notice Filings

Exams

Series 65

Date: 5/24/1993

Series 63

Date: 12/17/1979

Series 5

Date: 10/17/1981

Series 7

Date: 10/21/1978

Series 53

Date: 10/22/1986

Series 24

Date: 12/15/1981

Series 4

Date: 12/15/1981

Current Firm

GREEN INVESTMENT MANAGEMENT, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

GREEN INVESTMENT MANAGEMENT, INC.

TRUST BUT VERIFY

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