Andrew Charles Wheeler

Current Employers

Employment History

• 01/2024 → 06/2024
  Global Retirement Partners, Llc
  San Rafael, CA
• 06/2024 → Present
  Wellth Advisory Services, Llc
  Shorewood, IL
• 12/2015 → 11/2016
  Wells Fargo Advisors, Llc
  Fresno, CA
• 11/2016 → 07/2018
  Wells Fargo Clearing Services, Llc
  Fresno, CA
• 07/2018 → Present
  Roush Investment Group
  Fresno, CA

Previous Registrations

• 2018-07-31 → 2024-12-31
  Roush Investment Group
  Fresno, CA
• 2024-01-09 → 2024-07-09
  Global Retirement Partners Llc
  Fresno, CA
  San Rafael, CA
• 2015-12-15 → 2018-07-31
  Wells Fargo Clearing Services, Llc
  Fresno, CA
  Fresno, CA
  Fresno, CA
  Fresno, CA
  Modesto, CA
  Fresno, CA
• 2010-09-24 → 2015-12-16
  U.S. Bancorp Advisors, Llc
  Reedley, CA
  Orange Cove, CA
  Fresno, CA
  Madera, CA
  Fresno, CA
  Madera, CA
  Fresno, CA
  Selma, CA
  Hanford, CA
  Fresno, CA
  Coalinga, CA
  Orange Cove, CA
  Visalia, CA
  Reedley, CA
  Fresno, CA
  Visalia, CA
  Lemoore, CA
  Visalia, CA
  Hanford, CA
• 2009-03-03 → 2010-09-24
  Wells Fargo Clearing Services, Llc
  Madera, CA
  Roseville, CA
• 2009-01-14 → 2009-02-02
  Portfolio Advisors, Inc.
  Fresno, CA
• 2007-05-29 → 2009-01-23
  Citigroup Global Markets Inc.
  Fresno, CA
  Kerman, CA
  Madera, CA
• 2003-03-24 → 2007-05-29
  Citicorp Investment Services
  Madera, CA
  Madera, CA
• 2001-03-30 → 2003-03-26
  A. G. Edwards & Sons, Inc.
  Fresno, CA

Other Businesses

GOLDEN VALLEY UNIFIED SCHOOL DISTRICT; NOT INV. RELATED; MADERA, CA; BOARD OF TRUSTEES; START DATE 1/2017; 15 HRS PER MONTH; 2 HRS DURING TRADING; DUTIES: OVERSEE RUNNING OF THE SCHOOL DISTRICT, APPROVE SPENDING AND POLICY CHANGES AS THEY IMPACT THE DISTRICT. CANDIDATE DELEGATE FOR MADERA REPUBLICAN CENTRAL CO, NOT INV RELATED, CA, START: 2/12/2018, 5 HOURS PER MONTH/0 DURING TRADING.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-06-24
• S63 Uniform Securities Agent State Law Examination
  1999-06-18