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RIA / WealthAdvisor26 years in industry

GEORGE ALDEN GREER

Advisor at SHEELEY & PARTNERS WEALTH MANAGEMENT, LLC

PROVIDENCE, RI

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Search this name across graphsid dfx:ria:8c31d734-73f2-c5f9-7da2-6f7d2d3d39ea

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 10:25 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Mar 15, 2007 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: SHEELEY & PARTNERS WEALTH MANAGEMENT, LLC
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: Mar 23, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 16derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S66|S63
First exam: Mar 23, 2000
First registration: Mar 15, 2007
Dual registered: no
IAPD individual key: 4117879

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
SHEELEY & PARTNERS WEALTH MANAGEMENT, LLC	Independent wealth	Nov 13, 2009	n/a	yes	PROVIDENCE, RI	Current employment
ARLEN CAPITAL, LLC	Independent wealth	Mar 20, 2008	Sep 21, 2009	no	WARWICK, RI\|WARWICK, RI	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Jan 1, 2008	Apr 2, 2008	no	PROVIDENCE, RI	Previous registration
A. G. EDWARDS & SONS, INC.	n/a	Mar 15, 2007	Jan 1, 2008	no	PROVIDENCE, RI\|ST. LOUIS, MO\|PROVIDENCE, RI	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
ARLEN CAPITAL, LLC	SHEELEY & PARTNERS WEALTH MANAGEMENT, LLC	Sep 21, 2009	Nov 13, 2009	53	Firm change	Other
WELLS FARGO ADVISORS	ARLEN CAPITAL, LLC	Apr 2, 2008	Mar 20, 2008	-13	Firm change	Other
A. G. EDWARDS & SONS, INC.	WELLS FARGO ADVISORS	Jan 1, 2008	Jan 1, 2008	0	Bulk transfer	Other

Relationships

Registered with (4)

→ SHEELEY & PARTNERS WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Nov 13, 2009 to presentfactForm ADV
→ ARLEN CAPITAL, LLCRegistered adviserregistration: previous registration
Mar 20, 2008 to Sep 21, 2009factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jan 1, 2008 to Apr 2, 2008factForm ADV
→ A. G. EDWARDS & SONS, INC.Registered adviserregistration: previous registration
Mar 15, 2007 to Jan 1, 2008factForm ADV

Dated events

No dated event names this entity yet.