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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
19420 N 59Th Ave Bldg C Ste 261, Glendale, AZ 85308 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Advisors Llc | Denver | CO | 01/2013 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2024 | Present |
1. WILDE WEALTH MANAGEMENT, SAME AS OFFICE ADDRESS, START 03/22/2012, ADMINISTRATIVE ASSISTANT, 40HR/WK, SALARY. 2. PIUREK & ASSOC., INDEPENDENT CONTRACTOR, WORKING OUT OF HOUSE, DATA ENTRY, 02/15/2012, 5 HOURS A WEEK. 3. NAME OF OTHER BUSINESS: WILDE WEALTH MANAGEMENT GROUP - SEMINARS; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED; NATURE OF BUSINESS: SEMINARS; START DATE: 07/26/2016; POSITION/TITLE/RELATIONSHIP: SEMINAR PRESENTER; APX NUMBER OF HOURS PER WEEK: 2 HOURS; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; BRIEF DESCRIPTION OF DUTIES: SEMINARS TO EDUCATE CLIENTS AND THE PUBLIC ; 4. NAME OF OTHER BUSINESS: ITCHUS ADVISORS LLC INVESTMENT RELATED: YES ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: FINANCIAL SERVICES ; START DATE: 01/2017 POSITION/TITLE/RELATIONSHIP: OWNER / FINANCIAL PLANNER ; APX NUMBER OF HOURS PER WEEK: 100 ; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 ; BRIEF DESCRIPTION OF DUTIES: PROVIDING FINANCIAL GUIDANCE AND INVESTMENT ADVICE ; 5. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES ; INVESTMENT RELATED: YES ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: FIXED INSURANCE ; START DATE: 02/2020 ; APX NUMBER OF HOURS PER WEEK: LESS THAN 1 ; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1 ; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT ; BRIEF DESCRIPTION OF DUTIES: SELLS LIFE AND ANNUITIES ;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-10-30 |
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