Steven Joseph Whitman is an investment adviser representative (IAR) with state registration records since 2012, appearing at 4 firms. Currently registered with WEALTHSPIRE RETIREMENT ADVISORY.
| Firm | From | To | Current |
|---|---|---|---|
| WEALTHSPIRE RETIREMENT ADVISORY | 2026-04-16 | present | Yes |
| USI ADVISORS | 2025-07-28 | 2026-03-25 | — |
| USI SECURITIES, INC. | 2025-07-28 | 2025-07-30 | — |
| MMC SECURITIES LLC | 2012-04-10 | 2020-01-06 | — |