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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 | 2024-08-07 |
| TX | RA | APPROVED | 2024-08-05 |
Branch Locations
7025 N Scottsdale Rd, Ste 115 & 110, Scottsdale, AZ 85253 • United States
Parks, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Fort Lauderdale | FL | 06/2016 | 07/2024 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 04/2018 | 07/2024 |
| Cetera Advisors Llc | St Cloud | MN | 08/2024 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2024 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 04/2018 | Present |
1. NAME OF OTHER BUSINESS: WILDE WEALTH MANAGEMENT GROUP INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 08/2024 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 35 POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISOR BRIEF DESCRIPTION OF DUTIES: PROVIDING FINANCIAL SERVICES TO CLIENTS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-01-25 |
| S63 | Uniform Securities Agent State Law Examination | 2017-10-09 |
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