Lanita L. Wheetley

COGENT PRIVATE WEALTH

ORLANDO, FL 32801

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CRD#: 5024812

Professional summary

Lanita Lynn Wheetley, CFP®, who also goes by Anita Turner, Lanita Lynn Turner, Anita Wheetley, is a registered financial advisor currently at COGENT PRIVATE WEALTH located in Orlando, Florida.

Lanita is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Lanita has worked at 9 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Anita Turner | Lanita Lynn Turner | Anita Wheetley

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lanita Lynn Wheetley's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2017

Experience

Current

December 12, 2024 - Present

COGENT PRIVATE WEALTH

Office #1: 420 S. Orange Ave. Suite 825, Orlando, FL 32801

RIA

CRD#: 7691

LITTLE ROCK, AR

Past

May 30, 2006 - November 28, 2006

EMPIRE FINANCIAL GROUP, INC.

CRD#: 28759

MAITLAND, FL

Past

September 22, 2005 - November 29, 2005

EMPIRE FINANCIAL GROUP, INC.

CRD#: 28759

LONGWOOD, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

COGENT PRIVATE WEALTH

COGENT PRIVATE WEALTH | COGENT PRIVATE WEALTH, INC.

CRD#: 319092 / SEC#: 801-132819

RIA

Registered Investment Advisory firm - (5/19/2025 Approved)

Florida

Registered Investment Advisory firm - (6/16/2025 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(12/12/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 6/24/2015

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 9/4/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/19/2015

General Securities Representative Examination

Current Firm

COGENT PRIVATE WEALTH

COGENT PRIVATE WEALTH | COGENT PRIVATE WEALTH, INC.

CRD#: 319092 / SEC#: 801-132819

RIA

Registered Investment Advisory firm - (5/19/2025 Approved)

Florida

Registered Investment Advisory firm - (6/16/2025 Terminated)

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Contact information

Main Address

420 S. Orange Ave. Suite 825, Orlando, FL 32801

Mailing Address

Phone number

(407) 887-4965

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

COGENT PRIVATE WEALTH BROCHURE (10/14/2025)

Regulatory assets under management

Total Number of Accounts	157
AUM (Assets Under Management)	$ 141,498,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Lanita L. Wheetley

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lanita Lynn Wheetley's CRS (Customer Relationship Summary).

Certified licenses

Experience

SYNERGY INVESTMENT MANAGEMENT LLC

LPL FINANCIAL LLC

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

MORGAN STANLEY

MORGAN STANLEY

BANKERS LIFE ADVISORY SERVICES, INC.

BANKERS LIFE SECURITIES, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

EMPIRE FINANCIAL GROUP, INC.

EMPIRE FINANCIAL GROUP, INC.

Primary Firm SEC Registration

COGENT PRIVATE WEALTH

State Registrations and Notice Filings

Exams

Series 66

Date: 6/24/2015

SIE

Date: 9/4/2018

Series 7

Date: 5/19/2015

Current Firm

COGENT PRIVATE WEALTH

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

COGENT PRIVATE WEALTH

TRUST BUT VERIFY

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