Robert Green has been an investment adviser representative at Roan Capital Partners since January 2025, and is not listed among the firm’s executive officers or direct owners.
Roan Capital Partners, LLC is a Johnson City, TN firm with $152M under management, 328 clients and 4 advisers across 2 offices, as of its August 2026 filing.
Robert Green’s longest registration was 9 years at Avantax Advisory Services (2015–2024). Before joining Roan Capital Partners in 2025, Robert Green was registered through Avantax Advisory Services and H.D. Vest Advisory Services, Inc.
- Roan Capital PartnersCurrent– present · 1 yearOak Ridge, TN · Adviser representative · Firm CRD 293119
- Avantax Advisory Services– · 9 yearsOak Ridge, TN · Adviser representative · Firm CRD 104556
- H.D. Vest Advisory Services, Inc– · 1 yearOak Ridge, TN · Adviser representative · Firm CRD 104556
Investment adviser representative registrations
Robert Green is registered as an investment adviser representative in 2 states, as a resident of Texas. Each was approved in January 2025.
- TennesseeSince 27 January 2025
- TexasResidentSince 27 January 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 19 July 2016 |
| Series 65 | Uniform Investment Adviser Law Examination | 22 December 2014 |
| Series 63 | Uniform Securities Agent State Law Examination | 6 December 1999 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 6 December 1999 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Robert Thomas Green
- CRD
- 4049991
- Firm
- Roan Capital Partners · CRD 293119
- Office
- 675B Emory Valley Rd, Oak Ridge, TN 37830
- Registration
- Investment adviser registration
- In the industry since
- October 2000
- Disciplinary history
- Not yet shown here · SEC record
Where does Robert Green work?
Robert Green is an investment adviser representative registered through Roan Capital Partners, LLC since January 2025, and is not listed among the firm’s executive officers or direct owners.
Is Robert Green a financial advisor?
Yes. Robert Green has a current investment-adviser registration in Tennessee and Texas, through Roan Capital Partners since January 2025.
How many years of experience does Robert Green have?
Robert Green has 26 years in the financial industry, since October 2000, across 2 adviser firms.
What exams has Robert Green passed?
Robert Green has passed 4 licensing exams: the Series 63, Series 6, Series 65 and Series 7. The earliest, the Series 63, was passed in December 1999. FINRA credited Robert Green with the SIE, which began in October 2018.
Where did Robert Green work before Roan Capital Partners?
Before Roan Capital Partners, Robert Green was registered through Avantax Advisory Services, January 2015 to December 2024; H.D. Vest Advisory Services, Inc, March 2004 to May 2005.
Where is Robert Green based?
Robert Green’s registered office is in Oak Ridge, TN.
Is Robert Green registered with FINRA?
No. Robert Green has no current broker registration.
How can I verify Robert Green’s record?
Search CRD 4049991 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robert Green’s full registration record.