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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-02-21
FL RA APPROVED 2025-02-19
  • TX RA
    APPROVED
    Since 2025-02-21
  • FL RA
    APPROVED
    Since 2025-02-19

Branch Locations

446 N Dillard St, Winter Garden, FL 34787 • 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
Waddell & Reed Inc Maitland FL 09/2011 11/2017
Concourse Financial Group Securities Inc Ocala FL 11/2017 02/2025
(Dba) Hpl Wealth Management Longwood FL 11/2017 07/2019
Ronda J Wilson Llc Dba Rj Wilson Investments & Insurance Ocala FL 11/2011 02/2025
Cetera Wealth Services, Llc El Segundo CA 02/2025 Present
Cetera Investment Advisers Llc Shaumburg IL 02/2025 Present
  • 09/2011 → 11/2017
    Waddell & Reed Inc
    Maitland, FL
  • 11/2017 → 02/2025
    Concourse Financial Group Securities Inc
    Ocala, FL
  • 11/2017 → 07/2019
    (Dba) Hpl Wealth Management
    Longwood, FL
  • 11/2011 → 02/2025
    Ronda J Wilson Llc Dba Rj Wilson Investments & Insurance
    Ocala, FL
  • 02/2025 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 02/2025 → Present
    Shaumburg, IL
Previous Registrations
  • 2017-12-12 → 2025-02-21
    Concourse Financial Group Securities, Inc.
    Longwood, FL
    Ocala, FL
    Birmingham, AL
  • 2011-09-29 → 2017-12-19
    Waddell & Reed
    Maitland, FL
    Charleroi, PA
  • 2008-08-22 → 2011-09-29
    Orlando, FL
Other Businesses

RONDA J WILSON LLC dba RJ WILSON INVESTMENTS AND INSURANCE; Investment Related; Ocala FL 34787; Owner: Financial Services; Start Date:11/2011; 200 hours per month with 40 hours per month occurring during trading hours; Provide financial services solutions. >> VALENCIA COLLEGE BUSINESS ADVISORY COUNCIL; Non-Investment Related; Orlando FL 32825; Other; Member; Start Date 04/2019; 1 hour per month with no hours occurring during trading hours; Local businesses gather to discuss skill sets needed by employers and see what can be done to bring certain educational programs to the college. >> UNITED HEALTHCARE MEDICARE; Non-Investment Related; Maitland FL 32751; Medicare Insurance Plans; Sales Representative; Start Date: 07/2019; 6 hours per month with 4 hours per month occurring during trading hours; Explain Medicare insurance plan options.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-08-04
S63 Uniform Securities Agent State Law Examination 2004-11-11
  • S66 Uniform Combined State Law Examination
    2008-08-04
  • S63 Uniform Securities Agent State Law Examination
    2004-11-11
Designations
Other Names
  • Ronda J Wilson
  • Ronda Wilson
  • Ronda Jean Wilson

View on SEC IAPD

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