Eric Dayne Wheeler

Current Employers

Employment History

• 06/2006 → 06/2021
  Raymond James & Associates, Inc.
  Louisville, KY
• 03/2015 → Present
  Eric Wheeler
  Louisville, KY
• 07/2021 → Present
  Raymond James Financial Services, Inc.
  Louisville, KY
• 07/2021 → Present
  Raymond James Financial Services Advisors, Inc.
  Louisville, KY
• 07/2021 → Present
  Wheeler Wealth Management, Llc
  Louisville, KY

Previous Registrations

• 2006-07-12 → 2021-06-30
  Raymond James & Associates, Inc.
  Louisville, KY
• 2000-09-20 → 2006-06-16
  Natcity Investments, Inc.
  Louisville, KY
  Indianapolis, IN

Other Businesses

(1)Name of Business: Address: 306 Middletown Park Pl, Louisville, KY, 40243, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 01/17/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My wife and I purchased an office condo to rent to my RJFS business (2)Name of Business: Eric Wheeler (sole proprietor) Address: 3917 Forest Crest Way, Louisville, KY, 40245, United States Activity Type: Other Position/Title: Author Investment Related: Yes Start Date: 03/31/2015 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Author of e-book (3)Name of Business: Wheeler Wealth Management, LLC Address: 306 Middletown Park Pl Ste B, Louisville, KY, 40243-2517, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 07/01/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: DBA

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-05-09
• S63 Uniform Securities Agent State Law Examination
  1989-12-15

Designations