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Inactive

Barry Steven Wheeler

Investmentpost Advisory

Martinez, GA

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Current Employers
Investmentpost Advisory

Martinez, GA • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2016-05-23
  • GA RA
    APPROVED
    Since 2016-05-23

Branch Locations

Martinez, GA • United States

Disclosures

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.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Wm. Burnside Danville IL 07/2004 03/2021
Investment Post Advisory Martinez GA 07/1999 Present
Ntb Financial Augusta GA 03/2021 12/2021
First Financial Equity Corporation Augusta GA 01/2022 Present
  • 07/2004 → 03/2021
    Wm. Burnside
    Danville, IL
  • 07/1999 → Present
    Investment Post Advisory
    Martinez, GA
  • 03/2021 → 12/2021
    Ntb Financial
    Augusta, GA
  • 01/2022 → Present
    First Financial Equity Corporation
    Augusta, GA
Previous Registrations
  • 2022-01-23 → 2022-08-02
    Ffec Wealth Partners Llc
    Martinez, GA
    Martinez, GA
    Scottsdale, AZ
  • 2005-06-15 → 2014-12-31
    Augusta, GA
Other Businesses

MYHEROCARD.COM (FORMERLY GROGOLF AND AUGUSTA-AIKEN DINING CLUB)STARTED 8/2008 NON INVESTMENT RELATED 339 FURY'S FERRY RD SUITE3 PMB199 MARTINEZ,GA DISCOUNT PRODUCTS AND SERVICES MEMBERSHIP JOINT OWNER WORK 40 HRS/MO WORK 10 HRS/MO DURING SECURITIES TRADING HRS SELL MEMBERSHIPS FOR DISCOUNT PRODUCTS AND SERVICES INVESTMENTPOST ADVISORY INVESTMENT RELATED 3609 BURNING TREE COURT, MARTINEZ GA 30907 INVESTMENT ADVISORY STARTED 7-1999 WORK 10 HRS/MO ALL DURING TRADING HOURS OVERSEE 10 ACCOUNTS AND COMMUNICATE DIRECTLY WITH CLIENTS

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1993-07-13
S63 Uniform Securities Agent State Law Examination 1983-07-22
  • S65 Uniform Investment Adviser Law Examination
    1993-07-13
  • S63 Uniform Securities Agent State Law Examination
    1983-07-22

View on SEC IAPD

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