MARY GOLDSCHMIDT WHEELER is an investment adviser representative (IAR) with state registration records since 2018, appearing at 3 firms. Currently registered with PRINCIPAL SECURITIES, INC..
| Firm | From | To | Current |
|---|---|---|---|
| PRINCIPAL SECURITIES, INC. | 2025-03-24 | present | Yes |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2022-06-13 | 2025-02-11 | — |
| BANKERS LIFE ADVISORY SERVICES, INC. | 2018-08-07 | 2022-03-14 | — |