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12760 High Bluff Drive Suite 210, San Diego, CA 92130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-30 |
| CA | RA | APPROVED | 2025-09-24 |
Branch Locations
Port Charlotte, FL • United States
12760 High Bluff Drive Suite 210, San Diego, CA 92130 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| John M. Wheeler Consulting | San Diego | CA | 07/2007 | 12/2019 |
| 303 Advisors, Llc | Encinitas | CA | 08/2015 | 10/2023 |
| Strategic Mastery, Llc Dba Akili Capital | San Diego | CA | 09/2016 | Present |
| Strategic Mastery, Llc Dba Akili Insurance Solutions | San Diego | CA | 08/2019 | Present |
| Carmel Capital Partners, Llc | San Diego | CA | 10/2023 | Present |
John Mark Wheeler is a co-owner and licensed as an Investment Advisor Representative of 303. He is also a Principal of Strategic Mastery Inc., DBA Akili Capital, a strategic consulting firm. Akili Capital provides guidance around closely held businesses and families with extensive real estate holdings. John Mark Wheeler is on the board of the National Network of Youth Ministries (NNYM). NNYM is a 501(c)3 public charity that supports youth ministry efforts with networks of youth workers throughout the United States. Strategic Mastery, LLC dba Akili Insurance Solutions; San Diego, CA; Investment Related; Fixed Insurance Sales; Insurance Agent; Started 08/2019.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-04-30 |
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