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Joshua Aaron Green

Cetera Investment Advisers LLC

New Port Richey, FL

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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-01-18
FL RA APPROVED 2017-09-14
  • TX RA
    APPROVED_RES
    Since 2023-01-18
  • FL RA
    APPROVED
    Since 2017-09-14

Branch Locations

6335 Us Hwy 19, New Port Richey, FL 34652 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Bb&T Investment Services, Inc. Holiday FL 04/2014 08/2017
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 09/2017 Present
  • 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
CodeExamDate
S66 Uniform Combined State Law Examination 2010-09-10
  • S66 Uniform Combined State Law Examination
    2010-09-10
Other Names
  • Josh Aaron Green

View on SEC IAPD

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Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · New Port Richey, FL
EDWARD JONES · NEW PORT RICHEY, FL
LPL FINANCIAL LLC · NEW PORT RICHEY, FL
PRINCIPAL SECURITIES, INC. · New Prt Rchy, FL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · New Port Richey, FL
ORCA WEALTH MANAGEMENT, LLC · NEW PORT RICHEY, FL
J.P. MORGAN SECURITIES LLC · NEW PORT RICHEY, FL
CSENGE ADVISORY GROUP, LLC · New Port Richey, FL

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