Bailey Edward Greene
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
10 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- Kestra Financial Inc.Oct 2026 to now
- Goldstein Advisors, LLCJun 2026 to now
- Goldstein Advisors, LLCJun 2025 to Aug 2025
- Dick's Sporting GoodsMay 2024 to Sep 2024
- Dick's Sporting GoodsMay 2023 to Sep 2023
- University of WisconsinSep 2022 to May 2026
- Dahmen's at Hawks LandingApr 2022 to Aug 2022
- Parkcrest Swim and Tennis ClubJun 2021 to Aug 2021
- Dahmen's at Hawks LandingMar 2021 to Jun 2021
- Parkcrest Swim and Tennis ClubMay 2020 to Aug 2020
- Memorial High SchoolSep 2018 to Jun 2022
- Jefferson Middle SchoolJun 2016 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (WI).
Goldstein Advisors, LLC
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 8100987
- 323125