WILLIE WHEAT is an investment adviser representative (IAR) with state registration records since 2014, appearing at 4 firms. Currently registered with TD PRIVATE CLIENT WEALTH LLC.
| Firm | From | To | Current |
|---|---|---|---|
| TD PRIVATE CLIENT WEALTH LLC | 2024-06-03 | present | Yes |
| CHARLES SCHWAB & CO., INC. | 2020-06-26 | 2024-01-11 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2019-03-11 | 2020-01-02 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2014-03-31 | 2015-12-17 | — |