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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 | 2025-03-26 |
Branch Locations
7025 N Scottsdale Rd #115 & 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Phoenix | AZ | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Phoenix | AZ | 11/2016 | 01/2017 |
| Johnson Bank | Phoenix | AZ | 01/2017 | 12/2020 |
| Invest Financial Corporation | Tampa | FL | 01/2017 | 02/2018 |
| Lpl Financial Llc | Phoenix | AZ | 02/2018 | 03/2025 |
| Arizona Bank & Trust | Phoenix | AZ | 12/2020 | 03/2025 |
| Cetera Advisors Llc | St Cloud | MN | 03/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2025 | Present |
| Miles & Wilde | Schaumburg | IL | 01/2026 | Present |
| Blink Advisors, Pllc Dba Miles & Wilde | St Cloud | MN | 04/2025 | Present |
1. Name of other business: Uptown Biltmore Condominium Association Investment related: No Address: 5010 N. 34th St. #1, Phoenix, AZ 85018 Nature of business: HOA Start Date: 01/2020 Apx number of hours per week: 1 Apx number of hours during trading hours: 0 Position/title/relationship: President Brief description of duties: President of Home Owners Association; 2. Name of other business: Childsplay Inc. Investment related: No Address: 900 S. Mitchell Dr., Tempe, AZ 85281 Nature of business: Professional theatre company Start Date: 01/2016 Apx number of hours per week: 1 Apx number of hours during trading hours: 0 Position/title/relationship: Board Member Brief description of duties: Attend board meetings; 3. Name of other business: Wilde Wealth Management Group Investment related: Yes Address: Same as registered location Nature of business: DBA - branding team name for Financial Services Start date: 03/2025 Position/title/relationship: Financial Professional Apx number of hours per week: 40 Apx number of hours during trading hours: 40 Brief description of duties: Providing Insurance, Securities, and Advisory services; 4. NAME OF OTHER BUSINESS: MILES & WILDE; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 1/2026, 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; 5. NAME OF OTHER BUSINESS: BLINK ADVISORS, PLLC DBA MILES & WILDE ; INVESTMENT RELATED: YES ; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: EXPENSE MANAGEMENT ; START DATE: 4/25/2025 ; POSITION/TITLE/RELATIONSHIP: OWNER ; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS:1; BRIEF DESCRIPTION OF DUTIES: MANAGE INCOME & EXPENSES ;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-02-17 |
| S65 | Uniform Investment Adviser Law Examination | 2000-02-01 |
| S63 | Uniform Securities Agent State Law Examination | 2000-01-11 |
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