DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Christopher Michael Sheeler

Pnc Wealth ManagementBD affiliatedTimonium, Mddual registrantIAPD 4935483

Feed of 09/14/2026

Also filed as Chris Michael Sheeler

At current firm

0 y

since Jul 8, 2026

In the industry

21 y

since Mar 1, 2005 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Pnc Wealth Management BD affiliated current
since Jul 8, 2026 · Timonium, Md
Edward Jones national BD
Jun 2, 2025 to Jul 9, 2026 · St Louis, Mo
MML Investors Services, LLC BD affiliated
Apr 14, 2025 to May 22, 2025 · Timonium, Md
LPL Enterprise, LLC BD affiliated
Jan 14, 2025 to Apr 17, 2025 · Cockeysville, Md
Eagle Strategies LLC BD affiliated
Apr 20, 2023 to Jan 7, 2025 · Bethesda, Md
W&S Brokerage Services, Inc. BD affiliated
Sep 13, 2019 to Sep 28, 2022 · Owings Mill, Md
Esi Financial Advisors independent RIA
Aug 2, 2018 to Aug 20, 2019 · Timonium, Md
Bb&T Investment Services, Inc. former
May 4, 2015 to Nov 13, 2017 · Charlotte, Nc
MML Investors Services, LLC BD affiliated
Feb 18, 2014 to Mar 10, 2015 · Hunt Valley, Md
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Mar 22, 2013 to Dec 18, 2013 · Baltimore, Md

Moves

a registration end followed by a registration begin elsewhere

Edward Jones to Pnc Wealth Management
left Jul 9, 2026, registered Jul 8, 2026 (-1 days) · Affiliated broker-dealer or bank to another
MML Investors Services, LLC to Edward Jones
left May 22, 2025, registered Jun 2, 2025 (11 days) · Affiliated broker-dealer or bank to another
LPL Enterprise, LLC to MML Investors Services, LLC
left Apr 17, 2025, registered Apr 14, 2025 (-3 days) · Affiliated broker-dealer or bank to another
Eagle Strategies LLC to LPL Enterprise, LLC
left Jan 7, 2025, registered Jan 14, 2025 (7 days) · Affiliated broker-dealer or bank to a newly registered adviser
W&S Brokerage Services, Inc. to Eagle Strategies LLC
left Sep 28, 2022, registered Apr 20, 2023 (204 days) · Affiliated broker-dealer or bank to another
Esi Financial Advisors to W&S Brokerage Services, Inc.
left Aug 20, 2019, registered Sep 13, 2019 (24 days) · Other
Bb&T Investment Services, Inc. to Esi Financial Advisors
left Nov 13, 2017, registered Aug 2, 2018 (262 days) · Other
MML Investors Services, LLC to Bb&T Investment Services, Inc.
left Mar 10, 2015, registered May 4, 2015 (55 days) · Other
Merrill Lynch, Pierce, Fenner & Smith Incorporated to MML Investors Services, LLC
left Dec 18, 2013, registered Feb 18, 2014 (62 days) · Other

Signals

Christopher Michael Sheeler left Edward Jones for Pnc Wealth Management (registered 2026-07-08)
Jul 9, 2026 · Advisor changed firm · fact
Christopher Michael Sheeler left Mml Investors Services, Llc for Edward Jones (registered 2025-06-02)
May 22, 2025 · Advisor changed firm · fact
Christopher Michael Sheeler left Lpl Enterprise, Llc for Mml Investors Services, Llc (registered 2025-04-14)
Apr 17, 2025 · Advisor changed firm · fact
Christopher Michael Sheeler left Eagle Strategies Llc for Lpl Enterprise, Llc (registered 2025-01-14)
Jan 7, 2025 · Advisor changed firm · fact
Christopher Michael Sheeler left W&S Brokerage Services, Inc. for Eagle Strategies Llc (registered 2023-04-20)
Sep 28, 2022 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Broker-dealer affiliated wealth managerderived
Years in industry: 21derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address