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Bryan Trimboli

Cetera Investment Advisers LLC

Roanoke, TX

Fort Worth, TX

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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 2025-09-05
  • TX RA
    APPROVED
    Since 2025-09-05

Branch Locations

Roanoke, TX • United States

Fort Worth, TX • 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
Avantax Investment Services, Inc. Dallas TX 08/1998 09/2025
Avantax Advisory Services Dallas TX 04/2015 09/2025
Cetera Investment Services Llc Saint Cloud MN 08/2024 Present
Cetera Financial Specialists Llc Schaumburg IL 08/2024 Present
Cetera Advisors Llc Greenwood Village CO 08/2024 Present
Cetera Wealth Services, Llc El Segundo CA 08/2024 Present
Cetera Wealth Services, Llc Dallas TX 09/2025 Present
Cetera Investment Advisers Llc Schaumburg IL 09/2025 Present
  • 08/1998 → 09/2025
    Avantax Investment Services, Inc.
    Dallas, TX
  • 04/2015 → 09/2025
    Avantax Advisory Services
    Dallas, TX
  • 08/2024 → Present
    Cetera Investment Services Llc
    Saint Cloud, MN
  • 08/2024 → Present
    Cetera Financial Specialists Llc
    Schaumburg, IL
  • 08/2024 → Present
    Cetera Advisors Llc
    Greenwood Village, CO
  • 08/2024 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 09/2025 → Present
    Cetera Wealth Services, Llc
    Dallas, TX
  • 09/2025 → Present
    Cetera Investment Advisers Llc
    Schaumburg, IL
Previous Registrations
  • 2015-04-27 → 2025-09-05
    Avantax Advisory Services
    Fort Worth, TX
    Roanoke, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-09-08
S63 Uniform Securities Agent State Law Examination 1998-09-04
  • S66 Uniform Combined State Law Examination
    2014-09-08
  • S63 Uniform Securities Agent State Law Examination
    1998-09-04
Other Names
  • Bryan Joseph Trimboli

View on SEC IAPD

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