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Advisor at WILDE CAPITAL MANAGEMENT, LLC
CLEVELAND, OH
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| WILDE CAPITAL MANAGEMENT, LLC | Former SEC adviser | Mar 19, 2021 | n/a | yes | CLEVELAND, OH | Current employment |
| CONSCIOUS CAPITAL WEALTH MANAGEMENT, LLC | Independent wealth | Dec 14, 2020 | Jan 5, 2024 | no | TAMPA, FL|Branchburg, NJ | Previous registration |
| UBS FINANCIAL SERVICES INC. | Wirehouse | Dec 1, 2009 | Jun 15, 2016 | no | WEEHAWKEN, NJ|WEEHAWKEN, NJ|WEEHAWKEN, NJ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CONSCIOUS CAPITAL WEALTH MANAGEMENT, LLC | WILDE CAPITAL MANAGEMENT, LLC | Jan 5, 2024 | Mar 19, 2021 | -1,022 | Firm change after gap | Other |
| UBS FINANCIAL SERVICES INC. | CONSCIOUS CAPITAL WEALTH MANAGEMENT, LLC | Jun 15, 2016 | Dec 14, 2020 | 1,643 | Firm change after gap | Wirehouse to RIA |