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Detailed Report
Gregory Lee Green
CRD#: 4059363
IA
Investment Adviser
B
Broker
D.A. DAVIDSON & CO.CRD#: 199 138 SOUTH PARK SQUARE
SUITE 204
FRUITA, CO 81521
Registration History
200020022004200620082010201220142016201820202022202420262 FIRMS2023 - Present (1 year)BEDWARD JONES (CRD# 250)2000 - 2023 (23 years)IAEDWARD JONES (CRD# 250)2007 - 2023 (16 years)
License(s)

State Registrations

B
Arizona 6/21/2023
B
New York 6/21/2023
B
California 6/21/2023
B
North Carolina 10/2/2023
B
Colorado 6/21/2023
B
Oregon 6/21/2023
IA
Colorado 6/21/2023
B
South Carolina 6/21/2023
B
Florida 6/21/2023
B
Tennessee 6/21/2023
B
Illinois 6/21/2023
B
Texas 6/21/2023
B
Iowa 1/2/2025
IA
Texas 6/21/2023
B
Missouri 6/21/2023
B
Utah 6/21/2023
B
Montana 6/21/2023
B
Wisconsin 9/25/2023
B
New Mexico 6/21/2023

SRO Registrations

B
 FINRA
B
 Nasdaq Stock Market

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
D.A. DAVIDSON & CO. (CRD#:199)
138 SOUTH PARK SQUARE SUITE 204, FRUITA, CO 81521
Registered with this firm since 6/21/2023
B
D.A. DAVIDSON & CO. (CRD#:199)
138 SOUTH PARK SQUARE SUITE 204, FRUITA, CO 81521
Registered with this firm since 6/21/2023
Previous Registration(s)
th hidden textth hidden textNameLocation
IA
 02/05/2007 - 06/23/2023 EDWARD JONES (CRD#:250) GRAND JUNCTION, CO
B
 01/02/2000 - 06/23/2023 EDWARD JONES (CRD#:250) GRAND JUNCTION, CO
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.