Trevor William Wilde

Current Employers

Employment History

• 01/2013 → Present
  Cetera Advisors Llc
  Denver, CO
• 05/2023 → Present
  Pinnacle Wealth Advisors, Llc
  Scottsdale, AZ
• 05/2023 → Present
  T Wilde Pinnacle Holdings Inc.
  Scottsdale, AZ
• 03/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 10/2025 → Present
  Foundry Family Office
  Scottsdale, AZ

Previous Registrations

• 2003-04-22 → 2007-05-01
  Wells Fargo Advisors Financial Network, Llc
  Scottsdale, AZ
• 2002-12-16 → 2003-04-29
  Rbc Capital Markets, Llc
  Scottsdale, AZ

Other Businesses

1)WILDE WEALTH MANAGEMENT, SAME AS OFFICE ADDRESS, FIXED INS AND FIN SVCS, 40HR+/WK, COMMISSIONS. 2) WILDE WEALTH MANAGEMENT DBA RISE- UP WEALTH MANAGEMENT; INV REL:NO; NATURE: S-CORP FOR FLOW THROUGH INCOME PURPOSES; START:4/2015; POSITION:SECRETARY/VP; DUTIES:FLOW THROUGH FOR INCOME PURPOSES; 3)PAC MULE LLC/TAQ INC, START 04/01/05, HOLDING COMPANY OF 1 ACRE OF RAW LAND IN AZ, PART OWNER. 4) PINNACLE WEALTH ADVISORS, LLC; INV REL: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE: HOLDING LLC; START: 5/2023; TITLE: PART OWNER/PARTNER; APX # OF HRS/WK & DUR TRD HRS: 0; DUTIES: HOLDING COMPANY/NONE; 5)REFERRALS TO HEALTH INSURANCE AGENTS, INVESTMENT RELATED, REFERRALS, START APRIL 2014, 1-2 HRS/WK - VARIES DURING TRADING HOURS. 6)PINNACLE ADVISORS,LLC-DBA FOR OSJ COMPANY, INV REL, FIN SVCS, START MAY 2014, CO-OWNER. APX 5 HRS/WK, DUTIES INCLUDE REVIEW OF REPS ACTIVITIES VIA OSJ 7)PINNACLE P&C LLC,-DBA FOR INS, INVESTMENT RELATED IN SVCES, START MAY 2014, NO TIME SPENT ON THIS ACTIVITY, DORMANT LLC, OWNER. 8)N/A, NOT INV REL, SAME AS RESIDENTIAL LOCATION, TRUST ADMINISTRATION, NOT ACTIVE, SUCCESSOR TTEE FOR PARENTS AND MOTHER IN LAW. 9) WILDE WEALTH MANAGEMENT GROUP - SEMINARS; INV REL: YES; NATURE OF BUSINESS: SEMINARS; START: 7/2016; DUTIES: SEMINARS TO ED CLIENTS AND THE PUBLIC. 10) FIXED INS WITH VARIOUS COMPANIES INV REL: YES; 6/2017; APX # OF HRS/WK: 2; INSURANCE AGENT; SELLS PROPERTY AND CASUALTY INS; 11) WILDE FOR AZ COMM OUTREACH PROG INV REL:NO TRADE NAME FOR CHARITABLE ORGANIZATION 1/2018 VOLUNTEER HELP DETERMINE EVENTS & CAUSES TO SUPPORT, PROVIDE ORGANIZING ASSISTANCE; 12) TAQ; INV REL:NO 1195 N HAZELDINE, CASA GRANDE, AZ 85194 2/2006; OWNER/MANAGER/MEMBER; REAL ESTATE HOLDING COMPANY.MANAGE REAL ESTATE; 13) WILDE & MILANO;NO; 1195 N HAZELDINE, CASA GRANDE, AZ 85194; 7/2005;OWNER/MEMBER; REAL ESTATE HOLDING COMPANY; 14) WILDE WEALTH INSURANCE LLC ;NO;5/2017;OWNER/MANAGER/MEMBER;DBA FOR INS PURPOSES; 15) WILDE FOR AZ; NO; 1/2020; BOARDMEMBER/TREASURER; PARTICIPATE IN BOARD MEETINGS. ACT AS TREASURER FOR FDS; 16) JR ACHIEVEMENT OF AZ; NO; 636 W SOUTHERN AVE TEMPE AZ 85252; 6/2020; BOARD OF DIR AT LARGE; BOARD OF DIR; 17) WILDE WEALTH MANAGEMENT ; YES; FINANCIAL SERVICES; 11/2020; OWNER/CEO; 40; DBA FOR FINANCIAL SERVICES; 18) HEARTLAND PAYROLL SERVICES; YES; 11/2020; REFERRER; 1; REFERRER FOR PAYROLL SERVICES TO CLIENTS; 19) CHILD CRISIS ARIZONA; NO; 817 N COUNTRY CLUB DR MESA AZ 85201; 4/2020; BOARD OF DIRECTOR AT LARGE; BOARD OF DIRECTORS; 20) WILDE WEALTH ESTATE PLANNING LLC; YES; SAME AS REGISTERED LOCATION; ESTATE PLANNING PRACTICE;10/2022 ; MANAGER;1-2;1-2; CLIENT ESTATE PLANNING BUSINESS; 21) T WILDE PINNACLE HOLDINGS INC.; INV REL: NO; SAME AS REGISTERED LOCATION; HOLDING LLC; 5/2023; PART OWNER/PARTNER; APX # OF HRS/WK & DUR TRD HRS: 0; HOLDING COMPANY FOR SHARES OF PINNACLE WEALTH ADVISORS LLC; 22) NOTRE DAME PREP HIGH SCHOOL; INV REL: NO; 9701 E. BELL ROAD SCOTTSDALE, AZ 85260; BOARD; 9/2023; BOARD MEMBER AT LARGE; APX # OF HRS PER WK:1- 2; APX # OF HRS DURI TRADING HRS: 0; ADVISORY BOARD MEMBER AT LARGE; 23) SANTE REALTY INVESTMENTS ADVISORY BOARD; INV REL: NO; 4343 N. SCOTTSDALE ROAD STE 150 SCOTTSDALE, AZ 85251; ADVISORY BOARD; 12/2023; ADVISORY BOARD MEMBER; APX # OF HRS PER WK & DUR TRAD HRS: VARIES; ATTEND QRTLY MEETINGS, GIVE GUIDANCE TO THE LEADERSHIP TEAM, BUSINESS GOALS 24) PINNACLE PROPERTY HOLDINGS, LLC; NO; SAME AS REGISTERED LOCATION; REAL ESTATE HOLDING COMPANY; 01/2024;OWNER;HRS PER WK: 0;DUR TRAD HRS: 0; HOLD CO FOR RENTAL PROPERTY TO BE PURCHASED; 25) W FAMILY OFFICES; YES; SAME AS REGISTERED LOCATION; FINANCIAL SERVICES;09/2024; OWNER;40;32.5; DBA FOR FINANCIAL SERVICES; 26) FOUNDRY FAMILY OFFICE; YES, SAME AS REG LOCATION, FINANCIAL SERVICES, 10/2025, FINANCIAL PROFESSIONAL, APX # HRS/WK: 40, APX # HRS DUR TRD HRS: 32.5, DBA FOR FINANCIAL SERVICES; 27. WILDE WEALTH TRUST SERVICES; 28. NORTRE DAME PREP;

Exams

• S66 Uniform Combined State Law Examination
  2001-04-13