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Ty Daniel Wheeler

Curafin Advisors

Phoenix, AZ

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Current Employers
Curafin Advisors

4747 N. 22Nd St. Suite 410, Phoenix, AZ 85016 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2024-06-11
  • AZ RA
    APPROVED
    Since 2024-06-11

Branch Locations

4747 N. 5Th St. Suite 410, Phoenix, AZ 85016 • 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
Global Retirement Partners, Llc San Rafael CA 02/2023 03/2024
Hub International Chicago IL 01/2023 03/2024
Wealthplan Advisors Scottsdale AZ 01/2023 03/2024
Paycor Cincinnati OH 06/2022 01/2023
Sensei Project Solutions Phoenix AZ 07/2019 06/2022
Dhl Express Tempe AZ 10/2014 07/2019
Curafin Advisors Scottsdale AZ 05/2024 Present
  • 02/2023 → 03/2024
    Global Retirement Partners, Llc
    San Rafael, CA
  • 01/2023 → 03/2024
    Hub International
    Chicago, IL
  • 01/2023 → 03/2024
    Wealthplan Advisors
    Scottsdale, AZ
  • 06/2022 → 01/2023
    Paycor
    Cincinnati, OH
  • 07/2019 → 06/2022
    Sensei Project Solutions
    Phoenix, AZ
  • 10/2014 → 07/2019
    Dhl Express
    Tempe, AZ
  • 05/2024 → Present
    Curafin Advisors
    Scottsdale, AZ
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-03-09
  • S65 Uniform Investment Adviser Law Examination
    2023-03-09

View on SEC IAPD

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JOSEPH JOHN MCNAUGHTON
Alyssa Shelton
Frank Iustin Mancuso

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