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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-03-21 |
| TX | RA | APPROVED | 2024-03-21 |
Branch Locations
656 Santa Rosa St Ste 3A, San Luis Obispo, CA 93401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 03/2011 | 08/2021 |
| Wilde Wealth Management Group | San Luis Obispo | CA | 07/2021 | Present |
| Absolute Janitorial | San Luis Obispo | CA | 01/1995 | 01/2022 |
| Cetera Advisors Llc | St Cloud | MN | 08/2021 | Present |
| Absolute Janitorial Llc, Dba Absolute Janitorial | San Luis Obispo | CA | 01/2022 | 12/2024 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2024 | Present |
| Financial Offices Of Robert R Shipe, Llc Dba Wilde Wealth Manage | San Luis Obispo | CA | 08/2021 | Present |
1) FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED, SAME AS REGISTERED LOCATION, FIXED INSURANCE, ST ART DATE 06/2011, INSURANCE AGENT, APX NUMBER OF HOURS PER WEEK: ONE, NOT DURING TRADING HOURS: VARIES, SELLS LIFE, ANNUITIES AND LONG-TERM CARE 2) WILDE WEALTH MANAGEMENT GROUP, INVESTMENT RELATED, SAME AS REGISTERED LOCATION, FINANCIAL SERVICES, STARTED 07/2021, FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, 20 DURING TRADING HOURS,BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 3) ABSOLUTE JANITORIAL, NOT INVESTMENT RELATED358 JUNIPERO WAY, SAN LUIS OBISPO, CA, OFFICE CLEANING, STARTED 01/2025, POSITION/TITLE/RELATIONSHIP: MANAGER, APX ONE HOUR PER WEEK, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES; INVOICING, ACCEPT PAYMENTS, PAY BILLS: 4) NAME OF OTHER BUSINESS: FINANCIAL OFFICES OF ROBERT R SHIPE, LLC DBA WILDE WEALTH MANAGEMENT GROUP; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 8/2021, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 10, APX NUMBER OF HOURS DURING TRADING HOURS: 10, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-04-16 |
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