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1300 East 9Th Street Suite 750, Cleveland, OH 44114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-06-26 |
Branch Locations
1300 East 9Th Street Suite 750, Cleveland, OH 44114 • United States
1300 East 9Th Street Suite 750, Cleveland, OH 44114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APP_PEND_IARCE | 2026-01-01 |
| OH | RA | APPROVED | 2021-03-19 |
Branch Locations
1300 East 9Th Street Suite 750, Cleveland, OH 44114 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wilde Capital Management, Llc | Summit | NJ | 11/2015 | Present |
| Cirrus Research Llc | Tarrytown | NY | 08/2017 | 10/2019 |
| Conscious Capital | Woodbury | NY | 11/2020 | 01/2024 |
| Great Lakes Retirement Planning, Llc | Cleveland | OH | 06/2026 | Present |
1. Cirrus Research, LLC; SEC RIA; Research Analyst; Started 10/2017; Approx 10 hrs/mo; May occur during market hours; Investment related 2. Wilde Capital Management, LLC;State RIA; Managing Partner & CIO; Started 11/2015; Approx 50 hrs/mo; May occur during market hours; Investment related 3. Great Lakes Retirement Planning, LLC; State RIA; CIO; Started 06/2026; Approx 50 hrs/mo; May occur during market hours; Investment related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-11-04 |
| S63 | Uniform Securities Agent State Law Examination | 1990-08-10 |
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