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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2024-04-01 |
| AZ | RA | APPROVED | 2024-03-21 |
Branch Locations
950 W Elliot Rd, Suite 126, Tempe, AZ 85284 • United States
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
West Lafayette, IN • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Wilde Wealth Management | Scottsdale | AZ | 05/2014 | Present |
| Cetera Advisors Llc | Denver | CO | 07/2014 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2024 | Present |
1. NAME OF OTHER BUSINESS: WILDE WEALTH MANAGEMENT; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: DBA FOR FINANCIAL SERVICES; START DATE: 05/2014; POSITION/TITLE/RELATIONSHIP: ANALYST / ADVISOR; 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 |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-08-13 |
| S66 | Uniform Combined State Law Examination | 2009-02-18 |
| S65 | Uniform Investment Adviser Law Examination | 1998-09-10 |
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