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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_RES | 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Phoenix | AZ | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Phoenix | AZ | 11/2016 | 09/2020 |
| Cetera Advisors Llc | Denver | CO | 09/2020 | Present |
| Wilde Wealth Management | Scottsdale | AZ | 09/2020 | Present |
| Desert Heat Trading Cards, Llc | Phoenix | AZ | 02/2024 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2024 | Present |
| Bull Market Wealth Management, Llc | Schaumburg | IL | 08/2020 | Present |
1. NAME OF OTHER BUSINESS: WILDE WEALTH MANAGEMENT INVESTMENT RELATED: YES ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 08/2020 POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR ; APX NUMBER OF HOURS PER WEEK: 40 ; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 ; BRIEF DESCRIPTION OF DUTIES: MANAGE CLIENT ACCOUNTS AND HELP THEM ACHIEVE FINANCIAL GOALS THROUGH RETIREMENT PLANNING, ESTATE PLANNING AND RISK ASSESSMENTS ; 2. NAME OF OTHER BUSINESS: LAND OF OZ LLC INVESTMENT RELATED: NO ADDRESS: SAME AS RESIDENTIAL ADDRESS ; NATURE OF BUSINESS: RENTAL PROPERTY START DATE: 11/2017 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 5 ; APX NUMBER OF HOURS DURING TRADING HOURS: 5 ; BRIEF DESCRIPTION OF DUTIES: TWO RENTAL PROPERTIES THAT ARE LEASED; 3. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 11/2023; 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, HEALTH, DISABILITY, FIXED ANNUITIES, & LONG-TERM CARE; 4. NAME OF OTHER BUSINESS: DESERT HEAT TRADING CARDS, LLC; INVESTMENT RELATED: NO ; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: TRADING CARDS; START DATE: 02/2024; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1; BRIEF DESCRIPTION OF DUTIES: BUYING AND SELLING TRADING CARDS; NAME OF OTHER BUSINESS: BULL MARKET WEALTH MANAGEMENT, LLC INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 8/18/2020 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 40, BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL ADVICE AND PORTFOLIO MANGEMENT
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-09-10 |
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