Lanita Lynn Wheetley is an investment adviser representative (IAR) with state registration records since 2015, appearing at 7 firms. Currently registered with AURELIUS FAMILY OFFICE, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| AURELIUS FAMILY OFFICE, LLC | 2026-07-23 | present | Yes |
| COGENT PRIVATE WEALTH | 2024-12-12 | 2026-04-13 | — |
| SYNERGY INVESTMENT MANAGEMENT LLC | 2024-08-21 | 2025-01-17 | — |
| MML INVESTORS SERVICES, LLC | 2024-05-07 | 2024-06-20 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2019-10-09 | 2023-12-15 | — |
| BANKERS LIFE ADVISORY SERVICES, INC. | 2019-03-06 | 2019-08-01 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2015-06-25 | 2018-09-04 | — |