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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-23 |
| AZ | RA | APPROVED | 2026-02-10 |
Branch Locations
7025 N Scottsdale Rd, Ste 115, 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 |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 05/2014 | 09/2016 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chandler | AZ | 09/2016 | 03/2019 |
| Bank Of America, N.A. | Chandler | AZ | 09/2016 | 03/2019 |
| Axa Advisors, Llc | New York | NY | 03/2019 | 04/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chandler | AZ | 05/2020 | 04/2021 |
| Bank Of America, N.A. | Chandler | AZ | 05/2020 | 04/2021 |
| Rocket Mortgage | Phoenix | AZ | 04/2021 | 06/2022 |
| J.P. Morgan Securities, Llc | Tempe | AZ | 06/2022 | 02/2026 |
| Jpmorgan Chase Bank, N.A. | Tempe | AZ | 06/2022 | 02/2026 |
| Cetera Advisors Llc | St. Cloud | MN | 02/2026 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 02/2026 | Present |
| Wilde Wealth | Scottsdale | AZ | 02/2026 | Present |
1. NAME OF OTHER BUSINESS: WILDE WEALTH; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: SECURITIES-RELATED DBA; START DATE: 02/2026; POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISOR REPRESENTATIVE; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 40; BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-09-08 |
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