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Travis Greene

Cetera Investment Advisers LLC

Citrus Heights, CA

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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
CA RA APPROVED 2025-11-24
  • CA RA
    APPROVED
    Since 2025-11-24

Branch Locations

5650 Sunrise Blvd #250, Citrus Heights, CA 95610 • 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
Wells Fargo Advisors, Llc Folsom CA 10/2017 09/2025
Riskalyze Auburn CA 06/2015 09/2017
Cetera Advisors Llc St Cloud MN 11/2025 Present
Cetera Investment Advisers, Llc Schaumburg IL 11/2025 Present
  • 10/2017 → 09/2025
    Wells Fargo Advisors, Llc
    Folsom, CA
  • 06/2015 → 09/2017
    Riskalyze
    Auburn, CA
  • 11/2025 → Present
    Cetera Advisors Llc
    St Cloud, MN
  • 11/2025 → Present
    Cetera Investment Advisers, Llc
    Schaumburg, IL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-01-19
  • S66 Uniform Combined State Law Examination
    2018-01-19
Other Names
  • Travis Greene
  • Travis Eric Greene

View on SEC IAPD

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Other Offices

LPL FINANCIAL LLC · CITRUS HEIGHTS, CA
WELLS FARGO CLEARING SERVICES, LLC · CITRUS HEIGHTS, CA
LPL FINANCIAL LLC · CITRUS HEIGHTS, CA
U.S. BANCORP ADVISORS, LLC · Citrus Heights, CA
EDWARD JONES · CITRUS HEIGHTS, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · CITRUS HEIGHTS, CA
LPL FINANCIAL LLC · CITRUS HEIGHTS, CA
THRIVENT INVESTMENT MANAGEMENT INC. · Citrus Heights, CA

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