# JIMMY DALE GREENE

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.

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [SYNERGY INVESTMENT MANAGEMENT LLC](https://search.stillhousedata.com/firm/305961) | 2025-09-18 | present | Yes |
| [CETERA ADVISORS LLC](https://search.stillhousedata.com/firm/10299) | 2015-07-20 | 2019-12-19 | — |
| [ESTATE AND BUSINESS PLANNING GROUP, PA](https://search.stillhousedata.com/firm/141558) | 2010-06-18 | 2014-12-05 | — |
| [AMERITAS INVESTMENT COMPANY, LLC](https://search.stillhousedata.com/firm/14869) | 2008-05-05 | 2015-08-13 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4228890)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4228890.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.