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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 | 2026-04-08 |
Branch Locations
7025 N Scottsdale Rd Ste 115 & 110, Scottsdale, AZ 85253 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Usaa Financial Advisors, Inc | Phoenix | AZ | 12/2012 | 01/2018 |
| Usaa Financial Planning Services | Phoenix | AZ | 03/2013 | 01/2018 |
| Lpl Financial Llc | Phoenix | AZ | 01/2018 | 03/2019 |
| Oneaz Credit Union | Phoenix | AZ | 01/2018 | 03/2019 |
| Assetmark Financial Inc | Phoenix | AZ | 08/2019 | 04/2023 |
| Assetmark Brokerage, Llc | Phoenix | AZ | 08/2019 | 04/2023 |
| Unemployed | Phoenix | AZ | 03/2019 | 08/2019 |
| Wells Fargo Advisors Financial Network, Llc | Scottsdale | AZ | 04/2023 | 12/2024 |
| Wilde Wealth Management | Phoenix | AZ | 08/2024 | Present |
| Cetera Advisors | St Cloud | MN | 02/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 04/2026 | Present |
1. NAME OF OTHER BUSINESS: WILDE WEALTH MANAGEMENT INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 8/2024 POSITION/TITLE/RELATIONSHIP: REGISTERED CLIENT ASSOCIATE APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES ASSIST FINANCIAL ADVISORS AND THEIR CLIENTS; 2. NAME OF OTHER BUSINESS: NOTARY PUBLIC COMMISSION; INVESTMENT RELATED: NO ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: NOTARIZING DOCUMENTS ; START DATE: 02/2025; POSITION/TITLE/RELATIONSHIP: NOTARY ; APX NUMBER OF HOURS PER WEEK: 10; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: NOTARIZING DOCUMENTS ;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-05-02 |
| S63 | Uniform Securities Agent State Law Examination | 2009-02-07 |
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