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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
CA RA APPROVED 2024-03-21
TX RA APPROVED 2024-03-21
  • CA RA
    APPROVED
    Since 2024-03-21
  • TX RA
    APPROVED
    Since 2024-03-21

Branch Locations

656 Santa Rosa St Ste 3A, San Luis Obispo, CA 93401 • 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
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
  • 03/2011 → 08/2021
    St Louis, MO
  • 07/2021 → Present
    Wilde Wealth Management Group
    San Luis Obispo, CA
  • 01/1995 → 01/2022
    Absolute Janitorial
    San Luis Obispo, CA
  • 08/2021 → Present
    Cetera Advisors Llc
    St Cloud, MN
  • 01/2022 → 12/2024
    Absolute Janitorial Llc, Dba Absolute Janitorial
    San Luis Obispo, CA
  • 03/2024 → Present
    Schaumburg, IL
  • 08/2021 → Present
    Financial Offices Of Robert R Shipe, Llc Dba Wilde Wealth Manage
    San Luis Obispo, CA
Previous Registrations
  • 2011-06-28 → 2021-08-03
    San Luis Obispo, CA
    Paso Robles, CA
    St Louis, MO
    San Luis Obispo, CA
Other Businesses

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;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-04-16
  • S66 Uniform Combined State Law Examination
    2011-04-16
Other Names
  • Robert Shipe

View on SEC IAPD

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