JEFFREY SHEATS is an investment adviser representative (IAR) with state registration records since 2004, appearing at 6 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2018-07-13 | 2025-03-31 | — |
| STRATEGIC ADVISERS LLC | 2014-01-17 | 2018-07-13 | — |
| LPL FINANCIAL LLC | 2011-10-11 | 2012-02-13 | — |
| UVEST FINANCIAL SERVICES GROUP, INC. | 2011-03-11 | 2011-10-11 | — |
| LEVEL FOUR ADVISORY SERVICES, LLC | 2008-03-14 | 2011-03-02 | — |
| AMERIPRISE ADVISOR SERVICES, INC. | 2004-04-02 | 2008-03-14 | — |