ROBERT LAWRENCE WHEATLEY is an investment adviser representative (IAR) with state registration records since 2004, appearing at 4 firms. Currently registered with SOVRAN ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| SOVRAN ADVISORS, LLC | 2024-09-24 | present | Yes |
| LPL FINANCIAL LLC | 2017-11-29 | 2018-04-13 | — |
| TRILOGY CAPITAL, INC. | 2016-01-13 | 2024-09-24 | — |
| NATIONAL PLANNING CORPORATION | 2004-10-12 | 2017-11-29 | — |