DANA JOSEPHINE WHEELER is an investment adviser representative (IAR) with state registration records since 2003, appearing at 6 firms. Currently registered with ALLSTATE FINANCIAL ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| ALLSTATE FINANCIAL ADVISORS, LLC | 2014-02-24 | present | Yes |
| DEUTSCHE BANK SECURITIES INC. | 2013-11-21 | 2014-02-06 | — |
| RAYMOND JAMES & ASSOCIATES, INC. | 2013-02-13 | 2013-05-03 | — |
| MORGAN KEEGAN & COMPANY, LLC | 2007-02-26 | 2013-02-13 | — |
| AMSOUTH INVESTMENT MANAGEMENT COMPANY LLC | 2003-07-29 | 2007-02-22 | — |
| AMSOUTH INVESTMENT SERVICES, INC. | 2003-03-04 | 2003-07-29 | — |