RIA Intelligence

Professional profile

linkedin.com/in/troy-green-crpc-03b3a613breportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

• T• G•••• W••••• A••••••• L•• state registered current
  since Jan 29, 2018 · Grove City, Oh
• H••••••••• F•••••••• A••••••• BD affiliated
  Jun 3, 2010 to Sep 19, 2017 · Findlay, Oh
• C•••• I••••••••• S••••••• C•••• former
  Jul 6, 2005 to May 4, 2010 · St. Mary'S, Oh
• B••• O•• S••••••••• C••••••••• unclassified
  Mar 24, 2004 to Jul 6, 2005 · Lima, Oh

• H••••••••• F•••••••• A••••••• to T• G•••• W••••• A••••••• L••
  left Sep 19, 2017, registered Jan 29, 2018 (132 days) · Other
• C•••• I••••••••• S••••••• C•••• to H••••••••• F•••••••• A•••••••
  left May 4, 2010, registered Jun 3, 2010 (30 days) · Other
• B••• O•• S••••••••• C••••••••• to C•••• I••••••••• S••••••• C••••
  left Jul 6, 2005, registered Jul 6, 2005 (0 days) · corporate re-registration, not a move

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.

Source

IAPD individual compilation feedreportedadviserinfo.sec.gov

Firm class

STATE REGISTEREDderived

Years in industry

24derivedfrom the earliest dated exam, employment or registration

Not published

disclosure flags, outside business text, branch street address