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Brian Daniel Wheeler

Keystone Wealth Advisors, LLC

Reno, NV

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Current Employers
Keystone Wealth Advisors, Llc

401 Ryland Street Suite #300, Reno, NV 89502 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-03-20
NV RA APPROVED 2022-05-02
  • TX RA
    APPROVED
    Since 2026-03-20
  • NV RA
    APPROVED
    Since 2022-05-02

Branch Locations

401 Ryland Street Suite #300, Reno, NV 89502 • 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
OrganizationCityStateFromTo
Mml Investors Services, Llc Reno NV 12/2013 04/2022
Massmutual Life Insurance Co Reno NV 12/2013 04/2022
Keystone Wealth Advisors, Llc Reno NV 04/2022 Present
Keystone Wealth Advisors, Llc Reno NV 10/2021 Present
Mml Investors Services, Llc Reno NV 03/2014 04/2022
Keystone Business Brokers Reno NV 01/2025 Present
Nti Products, Llc Reno NV 03/2012 11/2018
Previous Registrations
  • 2014-03-05 → 2022-05-02
    Reno, NV
    Reno, NV
    Las Vegas, NV
    Reno, NV
  • 2009-05-06 → 2013-12-17
    Waddell & Reed
    Reno, NV
Other Businesses

Keystone Wealth Advisors, LLC; Yes investment related; Reno, NV; Insurance; Insurance Agent; 04/2022; 30 hours per month; 15 during trading hours; sales and services of insurance products. Brian Wheeler and Keystone Wealth Advisors, LLC will not be conducting any insurance broker or agent business in Texas and they will not earn commissions or sell insurance products to any clients residing in Texas until they are appropriately licensed as insurance company or insurance agent in Texas with Texas Department of Insurance. Keystone Business Brokers; Reno, NV; not investment related; Business Consultant since 01/2025; 40 hours/month; helping business owners sell their businesses.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-05-05
  • S66 Uniform Combined State Law Examination
    2009-05-05

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