DW
David Wheeler
CRD 7964165
Firms
| Firm | Role | As of |
|---|---|---|
| Independent Financial Group, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Board & officer roles (4)
| Organization | Role | Compensation | As of |
|---|---|---|---|
| Kiwanis Club Of Palo Alto Charitable Foundation | Vice President | — | 09/30/2024 |
| Kiwanis International Inc | Vice President | — | 09/30/2024 |
| Acting Company Inc | Board Member | — | 12/31/2024 |
| Wheeler Family Foundation | PRESIDENT AND VOTING DIRECTOR | — | 12/31/2024 |
Name + location match between IAPD registrations and IRS Form 990 officer disclosures. Compensation as reported by the organization.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗