Scott Ryan Wheeler

Current Employers

Employment History

• 04/2016 → Present
  Raymond James Financial Services, Inc.
  Acton, MA
• 08/2017 → 09/2019
  Boston Harbor Wealth Advisors, Llc
  Acton, MA
• 06/2016 → Present
  Raymond James Financial Services Advisors, Inc.
  Newton Lower Falls, MA
• 06/2020 → Present
  North Atlantic Investment Partners, Llc
  Newton Lower Falls, MA
• 09/2019 → Present
  Greylock Wealth Management
  Newton Lower Falls, MA

Previous Registrations

• 2017-08-22 → 2018-10-30
  Boston Harbor Wealth Advisors, Llc
  Acton, MA
• 2011-10-26 → 2012-12-31
  Ameriprise Financial Services, Llc
  Middleton, MA
  Hingham, MA
  Boston, MA

Other Businesses

(1) Name of Business: Debits & Credits LLC Address: 2345 Washington St Ste 101, Newton Lower Falls, MA, 02462, United States Activity Type: Accounting/CPA Position/Title: Other Investment Related: No Start Date: 10/01/2014 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Owner/President (2) Name of Business: Greylock Wealth Management Address: 2345 Washington St Ste 101, Newton Lower Falls, MA, 02462, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 09/23/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Owner of DBA/LLC (3) Name of Business: North Atlantic Investment Partners, LLC Address: 2345 Washington St Ste 101, Newton Lower Falls, MA, 02462, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 06/01/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Financial advisor for Raymond James

Exams

• S66 Uniform Combined State Law Examination
  2008-01-05