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William Reed Wheeler

Harbor Capital Advisors, Inc.

Chicago, IL

Chicago, IL

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Current Employers
Harbor Capital Advisors, Inc.

111 South Wacker Drive 34Th Floor, Chicago, IL 60606-4302 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2024-02-27
  • IL RA
    APPROVED
    Since 2024-02-27

Branch Locations

Chicago, IL • United States

111 South Wacker Drive 34Th Floor, Chicago, IL 60606-4302 • 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
Ubs Financial Services, Inc Chicago IL 07/2023 02/2024
Waypoint Financial Partners Franklin TN 12/2021 10/2022
Martin's Bbq Joint Nashville TN 06/2021 08/2021
Montgomery Bell Academy Nashville TN 08/2012 05/2019
The University Of Tennessee Knoxville TN 07/2019 05/2023
Harbor Funds Distributors, Inc. Chicago IL 02/2024 Present
Harbor Capital Advisors, Inc. Chicago IL 02/2024 Present
  • 07/2023 → 02/2024
    Ubs Financial Services, Inc
    Chicago, IL
  • 12/2021 → 10/2022
    Waypoint Financial Partners
    Franklin, TN
  • 06/2021 → 08/2021
    Martin's Bbq Joint
    Nashville, TN
  • 08/2012 → 05/2019
    Montgomery Bell Academy
    Nashville, TN
  • 07/2019 → 05/2023
    The University Of Tennessee
    Knoxville, TN
  • 02/2024 → Present
    Harbor Funds Distributors, Inc.
    Chicago, IL
  • 02/2024 → Present
    Harbor Capital Advisors, Inc.
    Chicago, IL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-08-14
  • S66 Uniform Combined State Law Examination
    2023-08-14

View on SEC IAPD

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