Patrick Wheeler is a registered investment advisor, based in Owings Mills, MD, with 1 years of industry experience.
Location
4515 Painters Mill Road, Owings Mills, MD, 21117
Get directionsHistory
Regulatory History
Clean regulatory record
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 Activities
Patrick works as a bartender at BJ's Restaurant and Brewhouse, serving customers and making beverages. This takes about half of his time and is not investment-related.
Employment History
Current Registrations
T. Rowe Price Investment Services, INC.
May 2025 - Present · 1 yr
T. Rowe Price Advisory Services, INC.
May 2025 - Present · 1 yr
T. Rowe Price Investment Services, INC.Broker
May 2025 - Present · 1 yr
Previous Registrations
Thrivent Investment Management INC.
September 2024 - April 2025 · 7 mos
Thrivent Investment Management INC.Broker
August 2024 - April 2025 · 8 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.