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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 | 2024-03-21 |
Branch Locations
1610 E River Rd Ste 116, Tucson, AZ 85718 • United States
Oro Valley, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network Llc | Tucson | AZ | 06/2009 | 04/2019 |
| Cetera Advisors Llc | Denver | CO | 04/2019 | Present |
| Jrs Wealth Management Group | Tuscon | AZ | 06/2009 | Present |
| Wilde Wealth Management Group | Tucson | AZ | 01/2021 | Present |
| Stark Partners Llc | Tucson | AZ | 06/2009 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2024 | Present |
1.NAME OF OTHER BUSINESS: JRS WEALTH MANAGEMENT GROUP; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES / WEALTH MANAGEMENT; START DATE: 06/2009; POSITION/TITLE/RELATIONSHIP: PRESIDENT / MANAGING PARTNER; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING, PORTFOLIO MANAGEMENT, CLIENT RELATIONSHIPS; 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 04/2019; APX NUMBER OF HOURS PER WEEK: 3; APX NUMBER OF HOURS DURING TRADING HOURS: 3; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, DISABILITY, ANNUITIES AND LONG TERM CARE; 3. NAME OF OTHER BUSINESS: WILDE WEALTH MANAGEMENT GROUP; INVESTMENT RELATED: YES; ADDRESS: 7025 N SCOTTSDALE RD #115 SCOTTSDALE AZ 85253; NATURE OF BUSINESS: FINANCIAL AND INVESTMENT PLANNING; START DATE: 1/2021; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: WORK WITH CLIENTS ON THEIR FINANCIAL AND INVESTMENT PLANNING; 4. NAME OF OTHER BUSINESS: STARK PARTNERS LLC; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 6/2009, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-12-10 |
| S63 | Uniform Securities Agent State Law Examination | 1990-02-21 |
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