Best Investors Account Sign in
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 2024-03-21
TX RA APPROVED 2024-03-21
  • AZ RA
    APPROVED
    Since 2024-03-21
  • TX RA
    APPROVED
    Since 2024-03-21

Branch Locations

2929 N Power Road, Suite 101, Mesa, AZ 85215 • United States

2929 N Power Rd Suite 101, Mesa, AZ 85215 • 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
Geneos Wealth Management, Inc Mesa AZ 11/2012 09/2017
Tasso Financial Mesa AZ 10/2023 Present
American United Life Mesa AZ 08/2017 10/2023
Oneamerica Securities Mesa AZ 09/2017 10/2023
Cetera Advisors Llc St Cloud MN 10/2023 Present
Cetera Investment Advisers Llc Schaumburg IL 03/2024 Present
  • 11/2012 → 09/2017
    Mesa, AZ
  • 10/2023 → Present
    Tasso Financial
    Mesa, AZ
  • 08/2017 → 10/2023
    American United Life
    Mesa, AZ
  • 09/2017 → 10/2023
    Oneamerica Securities
    Mesa, AZ
  • 10/2023 → Present
    Cetera Advisors Llc
    St Cloud, MN
  • 03/2024 → Present
    Schaumburg, IL
Previous Registrations
Other Businesses

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: 02/1996,, APX NUMBER OF HOURS PER WEEK: 10, APX NUMBER OF HOURS DURING TRADING HOURS: 10 , POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT , BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, 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: 10/2023, 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: TASSO FINANCIAL, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 10/2023, 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; 4. NAME OF OTHER BUSINESS: RED MOUNTAIN COMMUNITY CHURCH, INVESTMENT RELATED: NO, ADDRESS: 6101 E VIRGINIA ST, MESA, AZ 85215, NATURE OF BUSINESS: CHURCH, START DATE: 01/2006, POSITION/TITLE/RELATIONSHIP: BOARD MEMBER, APX NUMBER OF HOURS PER WEEK: 5, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: SET VISION AND LEAD THE CHURCH;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-09-15
S63 Uniform Securities Agent State Law Examination 1998-12-11
  • S66 Uniform Combined State Law Examination
    2003-09-15
  • S63 Uniform Securities Agent State Law Examination
    1998-12-11
Other Names
  • Pete Crimmins

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Mesa, AZ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor