Robert Richard Wheeler

Current Employers

Employment History

• 04/1992 → Present
  Equity Development Corporation
  Denver, CO
• 09/2009 → Present
  Lpl Financial Llc
  Denver, CO
• 04/2009 → 07/2026
  Mariner Independent Advisor Network, Llc
  Denver, CO
• 06/2026 → Present
  Private Advisor Group, Llc
  Morristown, NJ

Previous Registrations

• 2016-07-08 → 2026-06-26
  Mariner Advisor Network
  Denver, CO
  Houston, TX
  Denver, CO
• 2009-12-14 → 2016-07-06
  Strategic Wealth Advisors Group
  Denver, CO
• 2009-04-22 → 2009-09-08
  Associated Securities Corp.
  San Mateo, CA
  Denver, CO
  Boston, MA
• 2002-02-25 → 2009-05-19
  Equity Development Corporation
  Denver, CO

Other Businesses

1. 6/7/2010: DBA ONLY - EQUITY DEVELOPMENT CORPORATION - PRESIDENT OF COMPANY. EXECUTIVE MGT.; MEET WITH INVESTMENT CLIENTS AND PROSPECTS; MANAGE ACCOUNTS CUSTODIANED AT SCHWAB; SELL FIXED INSURANCE PRODUCTS - TIME SPENT 100%. - 720 S. COLORADO BLVD., #910-N, DENVER, CO 80246;CORP/INS;OWNER;PRESIDENT;1992;176/176 2. 01/27/2016 - Wheeler Wealth Strategies - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date 11/11/2015 - 1 Hour Per Month/ 1 Hour During Securities Trading 3. 12/07/2020 - No Business Name - Investment Related - Parker, CO - Real Estate Rental - Start Date:06/01/2020 - 0 Hour Per Month/ 0 Hour During Securities Trading 4. 06/29/2026 - Private Advisor Group - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - 160 hours per month/ during trading - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 6/2026. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-11-07
• S63 Uniform Securities Agent State Law Examination
  1991-02-19

Designations

Other Names

• Rick Wheeler