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RIA / WealthAdvisordual registered (broker-dealer)27 years in industry

William Russell Green

Advisor at EDWARD JONES

WOBURN, MA | Mount Pleasant, SC

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Search this name across graphsid dfx:ria:e704298b-9204-8eb8-86b7-7fc873ac10f7

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:40 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Oct 31, 2011 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: EDWARD JONES
Current firm class: national broker-dealer RIAderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 25, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S66|S63
First exam: May 25, 1999
First registration: Oct 31, 2011
Dual registered: yes, broker-dealer
Other names: WILLIAM Russell GREEN|WILLIAM R GREEN|WILLIAM GREEN
IAPD individual key: 2400390

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
EDWARD JONES	National bd RIA	Jan 12, 2024	n/a	yes	WOBURN, MA\|Mount Pleasant, SC	Current employment
ADVICE AND PLANNING SERVICES	Bd affiliated wealth	Feb 29, 2016	Dec 6, 2023	no	WALTHAM, MA\|Natick, MA\|CAMBRIDGE, MA\|Waltham, MA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Nov 13, 2013	Feb 12, 2016	no	BOSTON, MA\|BOSTON, MA\|BOSTON, MA\|BOSTON, MA\|BOSTON, MA\|BOSTON, MA\|BOSTON, MA\|BOSTON, MA	Previous registration
GL INVESTMENT SERVICES, LLC	Former SEC adviser	Jan 4, 2013	Jun 3, 2013	no	WALTHAM, MA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Oct 31, 2011	Dec 16, 2011	no	WELLESLEY HILLS, MA	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
ADVICE AND PLANNING SERVICES	EDWARD JONES	Dec 6, 2023	Jan 12, 2024	37	Firm change	Ibd to ibd
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	ADVICE AND PLANNING SERVICES	Feb 12, 2016	Feb 29, 2016	17	Firm change	Other
GL INVESTMENT SERVICES, LLC	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Jun 3, 2013	Nov 13, 2013	163	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	GL INVESTMENT SERVICES, LLC	Dec 16, 2011	Jan 4, 2013	385	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
7691:20472:MA:2016-02-12	Feb 12, 2016	Feb 29, 2016	BOSTON, MA	Firm change

Relationships

Registered with (4)

→ EDWARD JONESRegistered adviserregistration: current employment
Jan 12, 2024 to presentfactForm ADV
→ ADVICE AND PLANNING SERVICESRegistered adviserregistration: previous registration
Feb 29, 2016 to Dec 6, 2023factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Nov 13, 2013 to Feb 12, 2016factForm ADV
→ GL INVESTMENT SERVICES, LLCRegistered adviserregistration: previous registration
Jan 4, 2013 to Jun 3, 2013factForm ADV

Dated events

Occurred
Dec 6, 2023
Advisor changed firm
William Russell Green left Advice And Planning Services for Edward Jones (registered 2024-01-12)
Form ADVobserved 6 days ago