Louis Alfred Wheless

109 N Main St, Louisburg, NC 27549-9998 • United States

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2024-04-09

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Raymond James Financial Services, Inc.	Raleigh	NC	09/1998	03/2024
Raymond James Financial Services Advisors, Inc	Louisburg	NC	01/2009	03/2024
Crosscreek Charter School	Louisburg	NC	06/2004	06/2019
The Wheless Group Of Resource Management Associates	Louisburg	NC	10/1998	03/2024
Union Bank	Louisburg	NC	09/2016	12/2022
Resource Management Associates	Raleigh	NC	07/2016	03/2024
Tar River Wealth Planning, Llc	Louisburg	NC	04/2024	Present

09/1998 → 03/2024

Raymond James Financial Services, Inc.

Raleigh, NC
01/2009 → 03/2024

Raymond James Financial Services Advisors, Inc

Louisburg, NC
06/2004 → 06/2019

Crosscreek Charter School

Louisburg, NC
10/1998 → 03/2024

The Wheless Group Of Resource Management Associates

Louisburg, NC
09/2016 → 12/2022

Union Bank

Louisburg, NC
07/2016 → 03/2024

Resource Management Associates

Raleigh, NC
04/2024 → Present

Tar River Wealth Planning, Llc

Louisburg, NC

2009-01-02 → 2024-04-04

Raymond James Financial Services Advisors, Inc

Louisburg, NC
2001-12-31 → 2009-01-02

Raymond James Financial Services, Inc.

Louisburg, NC

Raleigh, NC

Louisburg, NC

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1997-04-15
S65	Uniform Investment Adviser Law Examination	1997-04-08

Other Firms