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RIA / WealthAdvisorCertified Financial Planner35 years in industry

TERRY DEAN WHEELER

Advisor at WE ALLIANCE WEALTH ADVISORS, INC.

ROSEVILLE, CA

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Search this name across graphsid dfx:ria:73467130-bf00-a93d-e349-e2bc8b6bccc0

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:21 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Feb 9, 2001 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: WE ALLIANCE WEALTH ADVISORS, INC.
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 12, 1991earliest registration or exam on IAPD
Years in industry: 35derivedfrom the industry start date
Years at current firm: 11derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 4
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Sep 12, 1991
First registration: Feb 9, 2001
Dual registered: no
IAPD individual key: 2163092

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
WE ALLIANCE WEALTH ADVISORS, INC.	Independent wealth	Jul 20, 2015	n/a	yes	ROSEVILLE, CA	Current employment
ARQUE CAPITAL, LTD.	n/a	Jul 7, 2011	Nov 1, 2018	no	SCOTTSDALE, AZ\|SCOTTSDALE, AZ\|Roseville, CA\|SACRAMENTO, CA	Previous registration
COMMERCE WEALTH ADVISERS, LLC	Former SEC adviser	Feb 11, 2011	Jul 18, 2012	no	SACRAMENTO, CA	Previous registration
QA3 FINANCIAL LLC	n/a	Aug 7, 2009	Feb 11, 2011	no	SACRAMENTO, CA\|OMAHA, NE	Previous registration
TRANSAMERICA FINANCIAL ADVISORS, LLC	Bd affiliated wealth	Feb 9, 2001	Aug 19, 2009	no	SACRAMENTO, CA\|GOLD RIVER, CA\|SACRAMENTO, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ARQUE CAPITAL, LTD.	WE ALLIANCE WEALTH ADVISORS, INC.	Nov 1, 2018	Jul 20, 2015	-1,200	Firm change after gap	Other
COMMERCE WEALTH ADVISERS, LLC	ARQUE CAPITAL, LTD.	Jul 18, 2012	Jul 7, 2011	-377	Firm change after gap	Other
QA3 FINANCIAL LLC	COMMERCE WEALTH ADVISERS, LLC	Feb 11, 2011	Feb 11, 2011	0	Firm change	Other
TRANSAMERICA FINANCIAL ADVISORS, LLC	QA3 FINANCIAL LLC	Aug 19, 2009	Aug 7, 2009	-12	Firm change	Other

Relationships

Registered with (5)

→ WE ALLIANCE WEALTH ADVISORS, INC.Registered adviserregistration: current employment
Jul 20, 2015 to presentfactForm ADV
→ ARQUE CAPITAL, LTD.Registered adviserregistration: previous registration
Jul 7, 2011 to Nov 1, 2018factForm ADV
→ COMMERCE WEALTH ADVISERS, LLCRegistered adviserregistration: previous registration
Feb 11, 2011 to Jul 18, 2012factForm ADV
→ QA3 FINANCIAL LLCRegistered adviserregistration: previous registration
Aug 7, 2009 to Feb 11, 2011factForm ADV
→ TRANSAMERICA FINANCIAL ADVISORS, LLCRegistered adviserregistration: previous registration
Feb 9, 2001 to Aug 19, 2009factForm ADV

Dated events

No dated event names this entity yet.