# RODERICK OTIS GREEN

RODERICK OTIS GREEN is an investment adviser representative (IAR) with state registration records since 2004, appearing at 6 firms. Currently registered with CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC..

## Registration history (7)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [DEMPSEY LORD SMITH, LLC](https://search.stillhousedata.com/firm/141238) | 2026-01-07 | 2026-04-03 | — |
| [CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.](https://search.stillhousedata.com/firm/134139) | 2025-11-25 | present | Yes |
| [DEMPSEY LORD SMITH, LLC](https://search.stillhousedata.com/firm/141238) | 2020-08-24 | 2025-12-31 | — |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2015-12-15 | 2020-08-10 | — |
| [WELLS FARGO CLEARING SERVICES, LLC](https://search.stillhousedata.com/firm/19616) | 2011-01-31 | 2015-12-16 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2009-10-23 | 2011-01-31 | — |
| [BANC OF AMERICA INVESTMENT SERVICES, INC.](https://search.stillhousedata.com/firm/16361) | 2004-09-03 | 2009-10-23 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4465501)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4465501.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.
