Joseph Wheeler is a registered investment advisor, based in Tampa, FL, with 17 years of industry experience.
Location
3030 North Rocky Point Drive West, Suite 700, Tampa, FL, 33607
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Joseph works as a financial professional under the DBA Sugartree Wealth Management and runs the day-to-day operations of Keystone Private Wealth, Inc. He is also an independent insurance agent selling life, health, and LTC products, dedicating a few hours per week, and serves as a board member for Maitland Club Homeowner's Association, Inc.
Employment History
Current Registrations
Ifp Securities, LLCBroker
Independent Financial Partners
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Chase Investment Services CORP.Broker
Banc One Securities CorporationBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.