Nicholas William Satterfield

Current Employers

Wheeler Financial Services, Llc

1475 Saratoga Ave Ste 100, San Jose, CA 95129 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2026-07-02

CA RA
APPROVED

Since 2026-07-02

Branch Locations

1475 Saratoga Ave Ste 100, San Jose, CA 95129 • 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
Wheeler Financial Services, Llc	San Jose	CA	01/2026	Present
Wheeler Accountants Llp	San Jose	CA	06/2014	Present
The Golf Mart	South San Francisco	CA	08/2011	07/2017

01/2026 → Present

Wheeler Financial Services, Llc

San Jose, CA
06/2014 → Present

Wheeler Accountants Llp

San Jose, CA
08/2011 → 07/2017

The Golf Mart

South San Francisco, CA

Other Businesses

WHEELER ACCOUNTANTS LLP, ACCOUNTING FIRM. NOT INVESTMENT-RELATED. 1475 SARATOGA AVE STE 100, SAN JOSE, CA 95129. TITLE: TAX PARTNER. STARTED JUNE 2014. 160 HOURS PER MONTH (FULL-TIME). DUTIES INCLUDE PROVIDING ACCOUNTING SERVICES TO FIRM CLIENTS.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-02-20

S65 Uniform Investment Adviser Law Examination

2026-02-20

View on SEC IAPD

Current Employers

Wheeler Financial Services, Llc

Disclosures

Employment History

Other Businesses

Exams

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