# CHARLES LEWIS GREEN

CHARLES LEWIS GREEN is an investment adviser representative (IAR) with state registration records since 2010, appearing at 5 firms. Currently registered with SENSIBLE WEALTH MANAGEMENT, INC..

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [SENSIBLE WEALTH MANAGEMENT, INC.](https://search.stillhousedata.com/firm/288885) | 2026-01-01 | present | Yes |
| [EQUITY SERVICES, INC.](https://search.stillhousedata.com/firm/265) | 2015-05-08 | 2017-06-01 | — |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2014-10-10 | 2014-11-25 | — |
| [MSI FINANCIAL SERVICES, INC.](https://search.stillhousedata.com/firm/14251) | 2011-09-16 | 2014-09-24 | — |
| [MORGAN STANLEY SMITH BARNEY LLC](https://search.stillhousedata.com/firm/149777) | 2010-01-19 | 2011-06-17 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5708643)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5708643.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.