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Skyler C Wheeler

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Kansas City, MO

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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2023-06-01
TX RA APPROVED 2023-01-23
KS RA APPROVED 2022-11-09
  • MO RA
    APPROVED
    Since 2023-06-01
  • TX RA
    APPROVED
    Since 2023-01-23
  • KS RA
    APPROVED
    Since 2022-11-09

Branch Locations

4801 Main St, Kansas City, MO 64112 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Kansas City KS 05/2022 Present
Us Bank Merriam KS 09/2021 05/2022
Servpro Overland Park KS 05/2019 09/2021
Farmers Insurance Olathe KS 05/2018 04/2019
The Vitamin Shoppe Olathe KS 01/2012 05/2018
University Of Kansas School Of Business Lawrence KS 01/2017 12/2018
Bank Of America, N.A. Kansas City KS 09/2022 Present
  • 05/2022 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Kansas City, KS
  • 09/2021 → 05/2022
    Us Bank
    Merriam, KS
  • 05/2019 → 09/2021
    Servpro
    Overland Park, KS
  • 05/2018 → 04/2019
    Farmers Insurance
    Olathe, KS
  • 01/2012 → 05/2018
    The Vitamin Shoppe
    Olathe, KS
  • 01/2017 → 12/2018
    University Of Kansas School Of Business
    Lawrence, KS
  • 09/2022 → Present
    Bank Of America, N.A.
    Kansas City, KS
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-11-08
  • S66 Uniform Combined State Law Examination
    2022-11-08

View on SEC IAPD

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DOMINION PORTFOLIO MANAGEMENT, INC.
COPPER FINANCIAL
OSAIC WEALTH, INC.
MARKET INVESTMENT GROUP, LLC

Other Investors

FRANK JOSEPH JANACARO
SETH ALLAN KEETHLER
William Scott Wiley
Frederick G Prewitt
JOSEPH MARINO ST GEORGE
Joseph T Yates
ADELINE ELIZABETH KROPF
Michael Andrew Keeton

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Kansas City, MO
LPL FINANCIAL LLC · Kansas City, MO
U.S. BANCORP ADVISORS, LLC · Kansas City, MO
EDWARD JONES · KANSAS CITY, MO
DOMINION PORTFOLIO MANAGEMENT, INC. · KANSAS CITY, MO
COPPER FINANCIAL · Kansas City, MO
OSAIC WEALTH, INC. · KANSAS CITY, MO
EDWARD JONES · KANSAS CITY, MO

More in Kansas City, MO

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