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William Wheat

Edward Jones

Myrtle Beach, SC

CRD 6742103

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Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-07-03
SC RA APPROVED 2017-05-12
  • TX RA
    APPROVED_RES
    Since 2024-07-03
  • SC RA
    APPROVED
    Since 2017-05-12

Branch Locations

3481 Belle Terre Blvd Suite B-5, Myrtle Beach, SC 29579 • 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
Edward Jones St Louis MO 01/2017 Present
Elite Golf Training Llc Myrtle Beach SC 10/2014 12/2016
Members Club At Grande Dunes Myrtle Beach SC 06/2009 12/2016
  • 01/2017 → Present
    Edward Jones
    St Louis, MO
  • 10/2014 → 12/2016
    Elite Golf Training Llc
    Myrtle Beach, SC
  • 06/2009 → 12/2016
    Members Club At Grande Dunes
    Myrtle Beach, SC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-03-11
  • S66 Uniform Combined State Law Examination
    2017-03-11
Other Names
  • Bucky Wheat
  • William Wheat
  • William Robert Wheat

View on SEC IAPD

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Nearby Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · MYRTLE BEACH, SC
WELLS FARGO CLEARING SERVICES, LLC · MYRTLE BEACH, SC
WELLS FARGO CLEARING SERVICES, LLC · MYRTLE BEACH, SC

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