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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-03-21 |
| TX | RA | APPROVED | 2024-03-21 |
Branch Locations
7025 N Scottsdale Rd Ste 115 And 110, Scottsdale, AZ 85253 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Scottsdale | AZ | 09/2014 | 11/2016 |
| J.P. Morgan Chase Bank, Na | Scottsdale | AZ | 11/2016 | 05/2018 |
| Milton House | Peoria | AZ | 01/2017 | 01/2018 |
| Wells Fargo Clearing Services, Llc | Scottsdale | AZ | 05/2018 | 02/2022 |
| Cetera Advisors Llc | St Cloud | MN | 03/2022 | Present |
| Wilde Wealth Management | Scottsdale | AZ | 03/2022 | Present |
| Rvexplorer | Phoenix | AZ | 08/2020 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2024 | Present |
1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 06/2010 APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, FIXED ANNUITIES, AND LONG-TERM CARE; 2. NAME OF OTHER BUSINESS: WILDE WEALTH MANAGEMENT INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 03/2022, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 3. NAME OF OTHER BUSINESS: LYFT INVESTMENT RELATED: NO ADDRESS: 8127 N 16TH DR, PHOENIX, AZ 85021 NATURE OF BUSINESS: CAR SERVICE START DATE: 06/2021 POSITION/TITLE/RELATIONSHIP: DRIVER APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: DRIVE CUSTOMERS TO THEIR LOCATIONS; 4. NAME OF OTHER BUSINESS: RVEXPLORER INVESTMENT RELATED: NO ADDRESS: 8127 N 16TH DR, PHOENIX, AZ 85021 NATURE OF BUSINESS: RV RENTALS START DATE: 08/2020 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 4 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: MAINTAINING AND RENTING OUT RV; 5. NAME OF OTHER BUSINESS: SCOUTS OF AMERICA; INVESTMENT RELATED: NO; ADDRESS: 9060 E VÍA LINDA, SCOTTSDALE, AZ 85258; NATURE OF BUSINESS: BOARD; START DATE: 10/2025; POSITION/TITLE/RELATIONSHIP: TREASURER; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: MAINTAIN REPORTS ON THE CHECKING ACCOUNT, ACCOUNTS PAYABLE AND PAYING BILLS;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-06-06 |
| S66 | Uniform Combined State Law Examination | 2007-07-09 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-28 |
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