Rachel Marie Whittaker

Current Employers

&Partners

40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2025-04-14
TX	RA	APPROVED	2025-04-14

NY RA
APPROVED

Since 2025-04-14
TX RA
APPROVED

Since 2025-04-14

Branch Locations

3105 North Triphammer Road Suite 3, Lansing, NY 14882 • United States

7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • United States

40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States

Disclosures

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

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Heritage Lake Advisors & Partners	Lansing	NY	10/2024	Present
Wells Fargo Advisors	Ithaca	NY	08/2024	10/2024
Ranic Golf Club	Ithaca	NY	12/2023	08/2024
College Of Charleston	Charleston	SC	08/2020	12/2023
Warren Real Estate	Ithaca	NY	06/2022	08/2022
N/A	Ithaca	NY	10/2014	08/2020

10/2024 → Present

Heritage Lake Advisors & Partners

Lansing, NY
08/2024 → 10/2024

Wells Fargo Advisors

Ithaca, NY
12/2023 → 08/2024

Ranic Golf Club

Ithaca, NY
08/2020 → 12/2023

College Of Charleston

Charleston, SC
06/2022 → 08/2022

Warren Real Estate

Ithaca, NY
10/2014 → 08/2020

N/A

Ithaca, NY

Other Businesses

Warren Real Estate, Ithaca NY 14850 Residential and commercial real estate. New York State Licensed Salesperson-- license in holdings at Warren Real Estate. Not an active agent. 0 hours/month 24hours/ 2 yrs for continuing education. June 2022 start date.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-04-12

S66 Uniform Combined State Law Examination

2025-04-12

View on SEC IAPD

Current Employers

&Partners

Disclosures

Employment History

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Exams

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