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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-05-29 |
| AZ | RA | APPROVED | 2024-03-21 |
| TX | RA | APPROVED_RES | 2024-03-21 |
Branch Locations
7025 N Scottsdale Rd Ste 115 And 110, Scottsdale, AZ 85253 • United States
19420 N 59Th Ave Bldg C Ste 261, Glendale, AZ 85308 • United States
950 W Elliot Rd, Suite 126, Tempe, AZ 85284 • 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 |
|---|---|---|---|---|
| Cetera Advisors Llc | Denver | CO | 01/2013 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2024 | Present |
1. PACK MULE LLC, 7025 N SCOTTSDALE RD #115, SCOTTSDALE, AZ 85253, START 03/01/05, 75% OWNER, RESIDENTIAL BUILDING OWNERSHIP. 2.WILDE WEALTH MANAGEMENT, SAME AS OFFICE ADDRESS, FIXED INSURANCE AND FINANCIAL SERVICES, 40HR+/WK, COMMISSIONS. 3. RISE UP WEALTH MANAGEMENT GROUP; INVESTMENT RELATED; ADDRESS IS THE REGISTERED LOCATION; DBA FOR FINANCIAL SERVICES; START 6/2015; 35 HOURS/WEEK DURING SECURITIES TRADING HOURS; OWNER. 4. NAME OF OTHER BUSINESS: WILDE WEALTH MANAGEMENT GROUP - SEMINARS; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED; NATURE OF BUSINESS: SEMINARS; START DATE: 07/26/2016; POSITION/TITLE/RELATIONSHIP: SEMINAR PRESENTER; APX NUMBER OF HOURS PER WEEK: 2 HOURS; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; BRIEF DESCRIPTION OF DUTIES: SEMINARS TO EDUCATE CLIENTS AND THE PUBLIC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-10-27 |
| S66 | Uniform Combined State Law Examination | 2001-04-10 |
| S63 | Uniform Securities Agent State Law Examination | 1992-08-10 |
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