Mitchell Greene has been an investment adviser representative at Adams Wealth Management since August 2022, and is not listed among the firm’s executive officers or direct owners.
Adams Wealth Management LLC is a Logan, UT firm with $566M under management, 703 clients and 11 advisers across 2 offices, as of its August 2026 filing.
- Adams Wealth AdvisorsCurrent– present · 4 yearsLogan, UT · Adviser representative · Firm CRD 286087
Investment adviser representative registrations
Mitchell Greene is registered as an investment adviser representative in Utah, since August 2022.
- UtahSince 17 August 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 3 | National Commodity Futures Examination | 14 March 2023 |
| Series 65 | Uniform Investment Adviser Law Examination | 16 August 2022 |
- Name
- National Commodity Futures Examination
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Mitchell James Greene
- CRD
- 7599757
- Firm
- Adams Wealth Management · CRD 286087
- Office
- 701 S MAIN, SUITE #400, Logan, UT 84321
- Registration
- Investment adviser registration
- In the industry since
- August 2022
- Disciplinary history
- Not yet shown here · SEC record
Where does Mitchell Greene work?
Mitchell Greene is an investment adviser representative registered through Adams Wealth Management LLC since August 2022, and is not listed among the firm’s executive officers or direct owners.
Is Mitchell Greene a financial advisor?
Yes. Mitchell Greene has a current investment-adviser registration in Utah, through Adams Wealth Management since August 2022.
How many years of experience does Mitchell Greene have?
Mitchell Greene has 4 years in the financial industry, since August 2022, across 1 adviser firm.
What exams has Mitchell Greene passed?
Mitchell Greene has passed 2 licensing exams: the Series 65 and Series 3. The earliest, the Series 65, was passed in August 2022.
Where is Mitchell Greene based?
Mitchell Greene’s registered office is in Logan, UT.
Is Mitchell Greene registered with FINRA?
No. Mitchell Greene has no current broker registration.
How can I verify Mitchell Greene’s record?
Search CRD 7599757 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Mitchell Greene’s full registration record.
