DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Jeffrey Allen Green
Feed of 09/14/2026
At current firm
0 y
since Jul 31, 2026
In the industry
29 y
since Apr 23, 1997 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Concurrent Investment Advisors, LLC independent RIA currentsince Jul 31, 2026 · Houston, Tx
- Raymond James Financial Services Advisors, Inc BD affiliatedJan 2, 2009 to Aug 4, 2026 · Houston, Tx
- Raymond James Financial Services, Inc. unclassifiedAug 29, 2008 to Jan 2, 2009 · Houston, Tx
- Banc Of America Investment Services, Inc. unclassifiedFeb 3, 2003 to Sep 2, 2008 · Houston, Tx
- Morgan Stanley Dw Inc. unclassifiedApr 24, 1997 to Feb 3, 2003 · Houston, Tx
Moves
a registration end followed by a registration begin elsewhere
- Raymond James Financial Services Advisors, Inc to Concurrent Investment Advisors, LLCleft Aug 4, 2026, registered Jul 31, 2026 (-4 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
- Raymond James Financial Services, Inc. to Raymond James Financial Services Advisors, Incleft Jan 2, 2009, registered Jan 2, 2009 (0 days) · corporate re-registration, not a move
- Banc Of America Investment Services, Inc. to Raymond James Financial Services, Inc.left Sep 2, 2008, registered Aug 29, 2008 (-4 days) · Other
- Morgan Stanley Dw Inc. to Banc Of America Investment Services, Inc.left Feb 3, 2003, registered Feb 3, 2003 (0 days) · Other
Signals
- Jeffrey Allen Green left Raymond James Financial Services Advisors, Inc for Concurrent Investment Advisors, Llc (registered 2026-07-31)Aug 4, 2026 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 29derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address