Best Investors Account Sign in
Inactive

Tyler Andrew Green

Cetera Investment Advisers LLC

Scottsdale, AZ

Avantax Planning Partners, Inc.

Scottsdale, AZ

Claim This Profile
Current Employers
Cetera Investment Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-09-05
  • AZ RA
    APPROVED
    Since 2025-09-05

Branch Locations

Scottsdale, AZ • United States

Avantax Planning Partners, Inc.

3390 Asbury Road, Dubuque, IA 52002-2801 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2024-05-09
  • AZ RA
    APPROVED
    Since 2024-05-09

Branch Locations

Scottsdale, AZ • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cetera Advisors Llc Greenwood Village CO 07/2023 Present
Cetera Wealth Services, Llc El Segundo CA 07/2023 Present
Cetera Investment Services Llc St Cloud MN 07/2023 Present
Avantax Investment Services Dallas TX 04/2024 09/2025
Avantax Advisory Services Dallas TX 04/2024 09/2025
Avantax Planning Partners Dallas TX 04/2024 Present
Cetera Investment Advisers Llc Schaumburg IL 09/2025 Present
Cetera Financial Specialists Llc Schaumberg IL 09/2021 Present
The Bowman Law Firm (Independent Contractor) Scottsdale AZ 05/2016 08/2021
  • 07/2023 → Present
    Cetera Advisors Llc
    Greenwood Village, CO
  • 07/2023 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 07/2023 → Present
    Cetera Investment Services Llc
    St Cloud, MN
  • 04/2024 → 09/2025
    Avantax Investment Services
    Dallas, TX
  • 04/2024 → 09/2025
    Avantax Advisory Services
    Dallas, TX
  • 04/2024 → Present
    Avantax Planning Partners
    Dallas, TX
  • 09/2025 → Present
    Cetera Investment Advisers Llc
    Schaumburg, IL
  • 09/2021 → Present
    Cetera Financial Specialists Llc
    Schaumberg, IL
  • 05/2016 → 08/2021
    The Bowman Law Firm (Independent Contractor)
    Scottsdale, AZ
Previous Registrations
  • 2024-05-09 → 2025-09-05
    Avantax Advisory Services
    Scottsdale, AZ
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1998-11-16
  • S63 Uniform Securities Agent State Law Examination
    1998-11-16
Designations

View on SEC IAPD

More in Scottsdale, AZ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor