Terry Alexander Wheeler

Current Employers

Employment History

• 01/2014 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Evansville, IN
• 03/2014 → Present
  Bank Of America N.A.
  Evansville, IN

Previous Registrations

• 2007-03-27 → 2014-01-24
  Investors Capital Corp.
  Lynnfield, MA
  Lynnfield, MA
  Evansville, IN
  Greenville, SC
• 2006-07-27 → 2007-04-12
  Fifth Third Securities, Inc.
  Evansville, IN
  Evansville, IN
  Evansville, IN
  Evansville, IN
• 2003-08-22 → 2005-07-13
  Uvest Financial Services Group, Inc.
  Henderson, KY
• 2000-09-20 → 2003-09-10
  Natcity Investments, Inc.
  Indianapolis, IN

Other Businesses

(II)NUSKIN. 7439 US 60, EAST HENDERSON, KY 42420. PRODUCT DISTRIBUTORSHIP, BUYING NUTRITIONAL SUPPLEMENTS. DISTRIBUTOR. OCTOBER 2010. HRS/MONTH 1 HRS/TRADING 0. (III)HUGH E. SANDEFUR TRAINING CENTER. 1449 CORPORATE COURT, HENDERSON, KY 42420. BOARD MEMBER, COMMITTEE DECISIONS. 2009. HRS/MONTH 2 HRS/TRADING 0. I*95234 / I*403043 For profit or not for profit: Entity For Profit Name of outside business organization: Wheeler Enterprises LLP (WELP) Investment related: N Address of business: Evansville, Indiana, 47711 Nature of business: ["Limited Partnership"] Position, title, association: ["General Partner/Managing Member","Owner"], Start date of relationship: 6/1/2004 Number of hours devoted: 1 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: , Family Limited Partnership . The only asset currently in the partnership is a family farm with mineral rights. Decision making for the FLP will be made collectively by the members. I*113559 For profit or not for profit: Non-Profit Organization Name of outside business organization: Evansville Christian Life Center Investment related: N Address of business: Evansville, Indiana 47714 Nature of business: Charitable Organization, Position, title, association: Director, Start date of relationship: 10/2/2017 Number of hours devoted: 1 hour(s) Monthly Number of hours devoted during trading hours: 1 Duties: Multiple ministries providing direct services to the people of Evansville including, clothing bank, meal program, health and dental, prenatal, addiction recovery etc. I*372267 For profit or not for profit: Entity For Profit Name of outside business organization: VJO LLC Investment related: N Address of business: Henderson, Kentucky, 42420 Nature of business: ["Limited Liability Company"] Position, title, association: ["General Partner/Managing Member"], Start date of relationship: 1/1/2007 Number of hours devoted: 2 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: , Property Development

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-07-19
• S63 Uniform Securities Agent State Law Examination
  1996-08-27

Other Names

• Terry Wheeler