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Highlands Ranch, CO • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-02-26 |
Branch Locations
6901 S. Race Street #101, Centennial, CO 80122 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| James Wheeler & Co | Denver | CO | 10/1994 | 07/2017 |
| James Wheeler & Co. Investments, Inc. | Denver | CO | 02/1995 | 07/2017 |
| James Wheeler & Co. Investments, Inc. | Denver | CO | 05/1995 | 07/2017 |
| First Discount Brokerage, Inc. | West Palm Beach | FL | 06/2003 | 07/2017 |
| Professional Broker-Dealer Financial Planning, Inc | Castle Rock | CO | 02/2018 | 03/2018 |
| James Wheeler & Co. | Castle Rock | CO | 05/1995 | 02/2018 |
| Richfield Orion International, Inc. | Castle Rock | CO | 03/2018 | 04/2018 |
| Change Path Llc | Leawood | KS | 04/2018 | 12/2019 |
| Select Quote | Centennial | CO | 12/2017 | Present |
| James Wheeler & Co. Advisors | Centennial | CO | 11/2019 | Present |
JAMES WHEELER & CO. - DBA, INVESTMENT RELATED, Centennial, CO 80122, PRESIDENT/OWNER, SINCE 1993, LESS THAN 5 HOURS/MO ALL OF WHICH ARE DURING TRADING HOURS. SELECT QUOTE, INVESTMENT RELATED, Centennial, CO 80122, MEDICARE SUPPLEMENT AND INSURANCE SALES, INSURANCE AGENT, SINCE 08/2018, LESS THAN 40/HR MONTH ALL OF WHICH ARE DURING TRADING HOURS. PERSONAL PENSION CORPORATION, INVESTMENT RELATED, Centennial, CO 80122, ANNUITY SALES, INSURANCE AGENT, LESS THAN 40 HOURS/MO ALL OF WHICH ARE DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-07-03 |
| S63 | Uniform Securities Agent State Law Examination | 1989-11-28 |
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