Robert John Wheeler

Current Employers

Employment History

• 11/2014 → 08/2024
  Triad Advisors, Inc.
  Norcross, GA
• 11/2014 → 02/2025
  Triad Hybrid Solutions, Llc
  Norcross, GA
• 08/2024 → 02/2025
  Osaic Wealth, Inc.
  Wilmington, NC
• 02/2025 → Present
  The Strategic Financial Alliance, Inc.
  Atlanta, GA
• 02/2025 → Present
  Strategic Blueprint, Llc
  Atlanta, GA

Previous Registrations

• 2014-11-17 → 2025-02-12
  Osaic Advisory Services, Llc
  Wilmington, NC
  Wilmington, NC
  Atlanta, GA
• 2008-12-08 → 2014-11-17
  Lpl Financial Llc
  Wilmington, NC
  San Diego, CA
  Wilmington, NC
  Wilmington, NC
• 2007-03-21 → 2008-12-03
  Edward Jones
  Wilmington, NC
  Austin, TX

Other Businesses

1)The Wealth Plan Company;investment related;398 Carl Street,Unit 101,Wilmington,NC 28403;dba;wealth advisor;7/2/2018;160 hrs/month;130 hrs/month during trading;financial planning and investment management 2)Wheeler Financial Management, Inc.;not investment related;PO Box 12435,Wilmington,NC 28405;tax purposes;president;12/01/2008;1 hr/month;0 hrs during trading;bookkeeping 3)398 Carl,LLC;not investment related;398 Carl Street, Unit 101,Wilmington,NC 28403;real estate owner;member;8/1/2015;less than 1 hr/month;minimal hrs during trading;maintenance & repairs when needed

Exams

• S66 Uniform Combined State Law Examination
  2007-03-05
• S63 Uniform Securities Agent State Law Examination
  2000-09-28

Other Names

• Bobby Wheeler
• Robert John Wheeler
• Robert John Wheeler