SIMON JOHN WHEELDON is an investment adviser representative (IAR) with state registration records since 1995, appearing at 6 firms. Currently registered with MORGAN STANLEY SMITH BARNEY LLC.
| Firm | From | To | Current |
|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | 2024-05-17 | present | Yes |
| AMERIPRISE FINANCIAL SERVICES, LLC | 2020-03-23 | 2024-05-22 | — |
| UBS FINANCIAL SERVICES INC. | 2014-08-15 | 2020-03-31 | — |
| WELLS FARGO CLEARING SERVICES, LLC | 2012-04-27 | 2014-08-20 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2009-06-01 | 2012-05-07 | — |
| MORGAN STANLEY & CO. LLC | 2008-01-04 | 2009-06-01 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 1995-06-02 | 2008-01-08 | — |