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Reed Alfred Wheless

Tar River Wealth Planning, LLC

Louisburg, NC

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Current Employers
Tar River Wealth Planning, Llc

109 N Main St, Louisburg, NC 27549-9998 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2024-05-31
  • NC RA
    APPROVED
    Since 2024-05-31

Branch Locations

109 N Main St, Louisburg, NC 27549-9998 • 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
Louisburg High School Louisburg NC 09/2013 09/2017
North Carolina State University Raleigh NC 09/2017 05/2021
Westrock Company West Point VA 06/2021 09/2023
The Lumpkin Group Louisburg NC 09/2023 12/2023
Tar River Wealth Planning Louisburg NC 01/2024 09/2024
Tar River Wealth Planning Louisburg NC 09/2024 Present
  • 09/2013 → 09/2017
    Louisburg High School
    Louisburg, NC
  • 09/2017 → 05/2021
    North Carolina State University
    Raleigh, NC
  • 06/2021 → 09/2023
    Westrock Company
    West Point, VA
  • 09/2023 → 12/2023
    The Lumpkin Group
    Louisburg, NC
  • 01/2024 → 09/2024
    Tar River Wealth Planning
    Louisburg, NC
  • 09/2024 → Present
    Tar River Wealth Planning
    Louisburg, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-05-31
  • S65 Uniform Investment Adviser Law Examination
    2024-05-31

View on SEC IAPD

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STATE FARM INVESTMENT MANAGEMENT CORP.

Other Investors

LOUIS ALFRED WHELESS
JAMES "TRIPP" PARKER LUMPKIN
Arturo Ynocencio Casanova Lumpkin
JAMES PARKER LUMPKIN
ADRIAN BRAME WOODY
KIM WEBER
Scott Wesley Allen
MATTHEW RONALD CRACCHIOLO

Other Offices

FIRST CITIZENS INVESTOR SERVICES, INC. · Louisburg, NC
EDWARD JONES · LOUISBURG, NC
LPL FINANCIAL LLC · LOUISBURG, NC
EDWARD JONES · YOUNGSVILLE, NC
EDWARD JONES · YOUNGSVILLE, NC
MOLOKAI INVESTMENT MANAGEMENT, LLC · WAKE FOREST, NC
EDWARD JONES · WAKE FOREST, NC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · WAKE FOREST, NC

More in Louisburg, NC

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