# DANA JOSEPHINE WHEELER

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.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [ALLSTATE FINANCIAL ADVISORS, LLC](https://search.stillhousedata.com/firm/109524) | 2014-02-24 | present | Yes |
| [DEUTSCHE BANK SECURITIES INC.](https://search.stillhousedata.com/firm/2525) | 2013-11-21 | 2014-02-06 | — |
| [RAYMOND JAMES & ASSOCIATES, INC.](https://search.stillhousedata.com/firm/705) | 2013-02-13 | 2013-05-03 | — |
| [MORGAN KEEGAN & COMPANY, LLC](https://search.stillhousedata.com/firm/4161) | 2007-02-26 | 2013-02-13 | — |
| [AMSOUTH INVESTMENT MANAGEMENT COMPANY LLC](https://search.stillhousedata.com/firm/111757) | 2003-07-29 | 2007-02-22 | — |
| [AMSOUTH INVESTMENT SERVICES, INC.](https://search.stillhousedata.com/firm/15692) | 2003-03-04 | 2003-07-29 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4041841)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4041841.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.