Joshua Aaron Green

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2014 → 08/2017
  Bb&T Investment Services, Inc.
  Holiday, FL
• 09/2017 → Present
  Cetera Investment Services Llc
  St. Cloud, MN
• 09/2017 → Present
  Regions Bank
  Palm Harbor, FL
• 09/2017 → Present
  Cetera Investment Advisers Llc
  Palm Harbor, FL

Previous Registrations

• 2014-04-15 → 2017-08-29
  Bb&T Investment Services, Inc.
  Charlotte, NC
  Holiday, FL
  Clearwater, FL
  Palm Harbor, FL
  New Port Richey, FL
  Spring Hill, FL
  Wesley Chapel, FL
  Hudson, FL
  Tampa, FL
  Seminole, FL
  Clearwater, FL
  Oldsmar, FL
  Clearwater, FL
  Tampa, FL
• 2013-08-23 → 2014-05-16
  Truist Investment Services, Inc.
  Spring Hill, FL
• 2013-06-12 → 2013-06-25
  Wells Fargo Clearing Services, Llc
  Trinity, FL
  Orlando, FL
• 2010-09-17 → 2011-09-26
  Wells Fargo Clearing Services, Llc
  Land O'LAkes, FL

Exams

• S66 Uniform Combined State Law Examination
  2010-09-10

Other Names

• Josh Aaron Green