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RIA / WealthAdvisordual registered (broker-dealer)30 years in industry

ROBERT GREEN

Advisor at WELLS FARGO ADVISORS

CHATHAM, NJ | BOCA RATON, FL

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Search this name across graphsid dfx:ria:b86889ba-745d-a008-2b6b-76ec4e81a94b

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:29 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Jul 27, 2000 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: WELLS FARGO ADVISORS
Current firm class: wirehousederived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 26, 1995earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 3
Exams: S65|S63
First exam: Dec 26, 1995
First registration: Jul 27, 2000
Dual registered: yes, broker-dealer
Other names: ROB GREEN|ROBERT M GREEN|ROBERT MARK GREEN
IAPD individual key: 2635574

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
WELLS FARGO ADVISORS	Wirehouse	Apr 18, 2024	n/a	yes	CHATHAM, NJ\|BOCA RATON, FL	Current employment
WELLS FARGO ADVISORS	Wirehouse	Jan 11, 2013	Apr 18, 2024	no	BETHESDA, MD\|BOCA RATON, FL\|LONGPORT, NJ	Previous registration
MORGAN STANLEY	Wirehouse	Jun 1, 2009	Feb 6, 2013	no	BETHESDA, MD	Previous registration
MORGAN STANLEY & CO. LLC	n/a	Apr 2, 2007	Jun 1, 2009	no	BETHESDA, MD	Previous registration
MORGAN STANLEY DW INC.	n/a	Mar 10, 2006	Apr 2, 2007	no	BETHESDA, MD	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Jul 27, 2000	Mar 22, 2006	no	BETHESDA, MD\|BETHESDA, MD	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
WELLS FARGO ADVISORS	WELLS FARGO ADVISORS	Apr 18, 2024	Apr 18, 2024	0	Channel change	Wirehouse to wirehouse
MORGAN STANLEY	WELLS FARGO ADVISORS	Feb 6, 2013	Jan 11, 2013	-26	Firm change	Wirehouse to wirehouse
MORGAN STANLEY & CO. LLC	MORGAN STANLEY	Jun 1, 2009	Jun 1, 2009	0	Bulk transfer	Other
MORGAN STANLEY DW INC.	MORGAN STANLEY & CO. LLC	Apr 2, 2007	Apr 2, 2007	0	Bulk transfer	Other
CITIGROUP GLOBAL MARKETS INC.	MORGAN STANLEY DW INC.	Mar 22, 2006	Mar 10, 2006	-12	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
19616:11025:NJ:2024-04-10	Apr 18, 2024	Apr 18, 2024	LONGPORT, NJ	Firm change

Relationships

Registered with (6)

→ WELLS FARGO ADVISORSRegistered adviserregistration: current employment
Apr 18, 2024 to presentfactForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jan 11, 2013 to Apr 18, 2024factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 1, 2009 to Feb 6, 2013factForm ADV
→ MORGAN STANLEY & CO. LLCRegistered adviserregistration: previous registration
Apr 2, 2007 to Jun 1, 2009factForm ADV
→ MORGAN STANLEY DW INC.Registered adviserregistration: previous registration
Mar 10, 2006 to Apr 2, 2007factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Jul 27, 2000 to Mar 22, 2006factForm ADV

Dated events

No dated event names this entity yet.