# ANDREW CHARLES WHEELER

ANDREW CHARLES WHEELER is an investment adviser representative (IAR) with state registration records since 2001, appearing at 9 firms. Currently registered with WELLTH ADVISORY SERVICES, LLC.

## Registration history (10)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [WELLTH ADVISORY SERVICES, LLC](https://search.stillhousedata.com/firm/330537) | 2024-06-28 | present | Yes |
| [GLOBAL RETIREMENT PARTNERS LLC](https://search.stillhousedata.com/firm/172011) | 2024-01-09 | 2024-07-09 | — |
| [ROUSH INVESTMENT GROUP](https://search.stillhousedata.com/firm/151288) | 2018-07-31 | 2024-12-31 | — |
| [WELLS FARGO CLEARING SERVICES, LLC](https://search.stillhousedata.com/firm/19616) | 2015-12-15 | 2018-07-31 | — |
| [U.S. BANCORP ADVISORS, LLC](https://search.stillhousedata.com/firm/14455) | 2010-09-24 | 2015-12-16 | — |
| [WELLS FARGO CLEARING SERVICES, LLC](https://search.stillhousedata.com/firm/19616) | 2009-03-03 | 2010-09-24 | — |
| [PORTFOLIO ADVISORS, INC.](https://search.stillhousedata.com/firm/106111) | 2009-01-14 | 2009-02-02 | — |
| [CITIGROUP GLOBAL MARKETS INC.](https://search.stillhousedata.com/firm/7059) | 2007-05-29 | 2009-01-23 | — |
| [CITICORP INVESTMENT SERVICES](https://search.stillhousedata.com/firm/23988) | 2003-03-24 | 2007-05-29 | — |
| [A. G. EDWARDS & SONS, INC.](https://search.stillhousedata.com/firm/4) | 2001-03-30 | 2003-03-26 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/3220011)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/3220011.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.