Suzanne Wheeler

Current Employers

Employment History

• 10/2011 → 02/2018
  Securities Service Network
  Gaithersburg, MD
• 01/2016 → 02/2018
  Ssn Advisory, Inc
  Gaithersburg, MD
• 02/2018 → 08/2019
  Coastal Equities, Inc. (Dba Rmd Advisory Services)
  Wilmington, DE
• 02/2018 → 08/2019
  Coastal Investment Advisors, Inc (Dba Rmd Advisory Services)
  Wilmington, DE
• 08/2019 → Present
  Arkadios Capital
  Atlanta, GA
• 08/2019 → Present
  Arkadios Wealth Advisors
  Atlanta, GA

Previous Registrations

• 2018-02-22 → 2019-08-20
  Realta Investment Advisors, Inc
  Rockville, MD
  Wilmington, DE
• 2015-06-03 → 2018-01-23
  Ssn Advisory, Inc.
  Gaithersburg, MD

Other Businesses

1) SUZANNE WHEELER - 6826 BANK STREET BALTIMORE MD - SOLE PROP - LANDLORD - 0 HR/MO/TRD HRS - RENTAL PROPERTY - BALTIMORE, MD/LANDLORD - NON-INVESTMENT RELATED 2) SOUTH VILLAGE HOMES CORP - 10120 APPLE RIDGE ROAD, MONTGOMERY VILLAGE MD 20886. SECRETARY; REVIEWS MONTHLY MEETING NOTES. LESS THAN 1 HOUR PER WEEK, NOT DURING TRADING HOURS. 3) RAK Group Inc., 2943-B Olney Sandy Spring Road, MD, Business is Non-Investment Related, Nature of business: LTC, Fixed Annuity, Life Insurance, Position: Appointed Agent started August 2019, Devote about 5-6 hours/month during securities trading hours, Duties include review of clients needs to position product.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-12-30
• S66 Uniform Combined State Law Examination
  2005-08-25

Other Names

• Suzanne Wheller