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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)21 years in industry

RONDA JEAN WILSON

Advisor at CETERA INVESTMENT ADVISERS LLC

WINTER GARDEN, FL

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Search this name across graphsid dfx:ria:178fe2ad-5f31-e4f9-b110-ef597880a562

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 11:47 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Aug 22, 2008 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CETERA INVESTMENT ADVISERS LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 11, 2004earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66|S63
First exam: Nov 11, 2004
First registration: Aug 22, 2008
Dual registered: yes, broker-dealer
Other names: RONDA J WILSON|Ronda Wilson|Ronda Jean Wilson
IAPD individual key: 4854176

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CETERA INVESTMENT ADVISERS LLC	Bd affiliated wealth	Feb 19, 2025	n/a	yes	WINTER GARDEN, FL	Current employment
CONCOURSE FINANCIAL GROUP ADVISORS	Former SEC adviser	Dec 12, 2017	Feb 21, 2025	no	LONGWOOD, FL\|Ocala, FL\|BIRMINGHAM, AL	Previous registration
WADDELL & REED	Former SEC adviser	Sep 29, 2011	Dec 19, 2017	no	MAITLAND, FL\|CHARLEROI, PA	Previous registration
EDWARD JONES	National bd RIA	Aug 22, 2008	Sep 29, 2011	no	ORLANDO, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CONCOURSE FINANCIAL GROUP ADVISORS	CETERA INVESTMENT ADVISERS LLC	Feb 21, 2025	Feb 19, 2025	-2	Bulk transfer	Ibd to ibd
WADDELL & REED	CONCOURSE FINANCIAL GROUP ADVISORS	Dec 19, 2017	Dec 12, 2017	-7	Firm change	Other
EDWARD JONES	WADDELL & REED	Sep 29, 2011	Sep 29, 2011	0	Firm change	Other

Relationships

Registered with (4)

→ CETERA INVESTMENT ADVISERS LLCRegistered adviserregistration: current employment
Feb 19, 2025 to presentfactForm ADV
→ CONCOURSE FINANCIAL GROUP ADVISORSRegistered adviserregistration: previous registration
Dec 12, 2017 to Feb 21, 2025factForm ADV
→ WADDELL & REEDRegistered adviserregistration: previous registration
Sep 29, 2011 to Dec 19, 2017factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Aug 22, 2008 to Sep 29, 2011factForm ADV

Dated events

No dated event names this entity yet.