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Detailed Report
MICHAEL JEROME GREER
MICHAEL JEROME GREEK
CRD#: 3187323
IA
Investment Adviser
B
Broker
LPL FINANCIAL LLCCRD#: 6413 1950 N PARK PL SE BLDG 300
ATLANTA, GA 30339
Registration History
200020022004200620082010201220142016201820202022202420262 FIRMS1999 - 2001 (1 year)2 FIRMS2009 - 2013 (3 years)2 FIRMS2013 - 2015 (1 year)2 FIRMS2022 - Present (2 years)BADVANCED STRATEGIES BROKER DEA... (CRD# 164927)2015 - 2020 (5 years)IASTONE BRIDGE ASSET MANAGEMENT, LLC (CRD# 159334)2020 - 2022 (1 year)
License(s)

State Registrations

B
Alabama 9/13/2022
B
Maryland 9/6/2022
IA
Georgia 9/2/2022
B
Tennessee 9/1/2022
B
Georgia 9/6/2022
IA
Tennessee 12/22/2022

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
LPL FINANCIAL LLC (CRD#:6413)
1950 N PARK PL SE BLDG 300, ATLANTA, GA 30339
CHATTANOOGA, TN
Registered with this firm since 9/2/2022
B
LPL FINANCIAL LLC (CRD#:6413)
1950 N PARK PL SE BLDG 300, ATLANTA, GA 30339
CHATTANOOGA, TN
Registered with this firm since 9/1/2022
Previous Registration(s)
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IA
 11/17/2020 - 08/31/2022 STONE BRIDGE ASSET MANAGEMENT, LLC (CRD#:159334) CHATTANOOGA, TN
B
 01/15/2015 - 09/01/2020 ADVANCED STRATEGIES BROKER DEALER LLC (CRD#:164927) CHATTANOOGA, TN
IA
 08/29/2013 - 01/15/2015 PRUDENTIAL FINANCIAL PLANNING SERVICES (CRD#:5685) BRENTWOOD, TN
B
 08/21/2013 - 01/15/2015 PRUCO SECURITIES, LLC. (CRD#:5685) BRENTWOOD, TN
IA
 10/28/2009 - 08/13/2013 METLIFE SECURITIES INC. (CRD#:14251) CHATTANOOGA, TN
B
 09/09/2009 - 08/13/2013 METLIFE SECURITIES INC. (CRD#:14251) CHATTANOOGA, TN
B
 11/23/1999 - 07/17/2001 AMERICAN EXPRESS FINANCIAL ADVISORS INC. (CRD#:6363) MINNEAPOLIS, MN
B
 11/23/1999 - 07/17/2001 IDS LIFE INSURANCE COMPANY (CRD#:6321) MINNEAPOLIS, MN
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.