Keith A Wheeler is an investment adviser representative (IAR) with state registration records since 2018, appearing at 3 firms. Currently registered with ALPHA WEALTH MANAGEMENT AND PLANNING LLC.
| Firm | From | To | Current |
|---|---|---|---|
| ALPHA WEALTH MANAGEMENT AND PLANNING LLC | 2020-08-20 | present | Yes |
| MORGAN STANLEY SMITH BARNEY LLC | 2019-07-23 | 2020-08-17 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2018-01-11 | 2019-05-17 | — |