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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-09-05 |
Branch Locations
586 North French Road Suite 1, Amherst, NY 14228 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J. Wild, Cpa, P.C. | Amherst | NY | 01/2018 | Present |
| Cobham Management Services Inc | Orchard Park | NY | 01/2016 | 12/2017 |
| Avantax Advisory Services | Amherst | NY | 07/2023 | 09/2025 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 10/2025 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 09/2025 | 10/2025 |
1. NAME OF OTHER BUSINESS: J. WILD, CPA, P.C.; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: ACCOUNTING AND TAX SERVICES; START DATE: 01/2018; POSITION/TITLE/RELATIONSHIP: OWNER/PRESIDENT; APX NUMBER OF HOURS PER WEEK: 45; APX NUMBER OF HOURS DURING TRADING HOURS: 8; BRIEF DESCRIPTION OF DUTIES: MANAGE THE DAY-TO-DAY ACTIVITIES OF THE BUSINESS, SUPERVISE ALL STAFF, AND INTERFACE DIRECTLY WITH INDIVIDUAL AND BUSINESS CLIENTS; 2. NAME OF OTHER BUSINESS: J WILD PROPERTY LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: REAL ESTATE; START DATE: 11/2022; POSITION/TITLE/RELATIONSHIP: OWNER/PRESIDENT; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: MANAGE DAY-TO-DAY ACTIVITIES OF MY OFFICE SPACE. THE LLC ONLY ONES ONE PROPERTY, WHICH IS THE OFFICE SPACE THAT MY ACCOUNTING PRACTICE OCCUPIES;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-10-02 |
| S65 | Uniform Investment Adviser Law Examination | 2023-12-18 |
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