SIMON RICHARD CHARLES WHEATLEY is an investment adviser representative (IAR) with state registration records since 2012, appearing at 2 firms. Currently registered with TREK FINANCIAL, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| TREK FINANCIAL, LLC | 2016-03-31 | present | Yes |
| INNOVATIVE RETIREMENT ADVISORS, LLC | 2012-09-11 | 2016-12-31 | — |