# MICHAEL VINCENT WHALEN

MICHAEL VINCENT WHALEN is an investment adviser representative (IAR) with state registration records since 1995, appearing at 5 firms. Currently registered with BCR FINANCIAL SERVICES, LLC, LPL FINANCIAL LLC.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2024-08-05 | present | Yes |
| [OSAIC FS, INC.](https://search.stillhousedata.com/firm/3870) | 2012-12-12 | 2024-08-05 | — |
| [BCR FINANCIAL SERVICES, LLC](https://search.stillhousedata.com/firm/119937) | 2012-12-11 | present | Yes |
| [WALDRON PRIVATE WEALTH, LLC](https://search.stillhousedata.com/firm/131063) | 2010-08-31 | 2012-12-17 | — |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2010-06-02 | 2012-12-17 | — |
| [GOLDMAN SACHS WEALTH SERVICES, L.P.](https://search.stillhousedata.com/firm/106693) | 1995-09-28 | 2010-05-25 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2412628)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2412628.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.