Richard Dean Wheeler

Current Employers

Employment History

• 04/2016 → 07/2017
  Hospitality House Of Tulsa
  Tulsa, OK
• 07/2017 → 11/2018
  National Mortgage Field Services
  Tulsa, OK
• 11/2018 → 08/2019
  Clean Uniform Inc
  Tulsa, OK
• 08/2019 → Present
  Summit
  Tulsa, OK
• 09/2019 → 07/2026
  Plumbline Ministries
  Tulsa, OK
• 09/2019 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2000-05-23 → 2005-01-19
  Walnut Street Advisers Inc
  Tulsa, OK

Other Businesses

1. NAME OF OTHER BUSINESS: SUMMIT FINANCIAL GROUP INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 01/2020, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES 2. NAME OF OTHER BUSINESS: PLUMBLINE MINISTRIES INVESTMENT RELATED: NO ADDRESS: 8222 E 103RD ST SUITE 127 TULSA OK NATURE OF BUSINESS: CONSULTATIVE START DATE: 03/2019 POSITION/TITLE/RELATIONSHIP: VICE PRESIDENT BOARD MEMBER APX NUMBER OF HOURS PER WEEK: 3 APX NUMBER OF HOURS DURING TRADING HOURS: MINIMAL BRIEF DESCRIPTION OF DUTIES: BOARD MEMBER

Exams

• S66 Uniform Combined State Law Examination
  2020-01-20
• S65 Uniform Investment Adviser Law Examination
  2000-01-06
• S63 Uniform Securities Agent State Law Examination
  1999-08-25

Other Names

• Rick Wheeler