JIMMY DALE GREENE is an investment adviser representative (IAR) with state registration records since 2008, appearing at 4 firms. Currently registered with SYNERGY INVESTMENT MANAGEMENT LLC.
| Firm | From | To | Current |
|---|---|---|---|
| SYNERGY INVESTMENT MANAGEMENT LLC | 2025-09-18 | present | Yes |
| CETERA ADVISORS LLC | 2015-07-20 | 2019-12-19 | — |
| ESTATE AND BUSINESS PLANNING GROUP, PA | 2010-06-18 | 2014-12-05 | — |
| AMERITAS INVESTMENT COMPANY, LLC | 2008-05-05 | 2015-08-13 | — |