SEAN DAVID WHALEN is an investment adviser representative (IAR) with state registration records since 2011, appearing at 6 firms. Currently registered with STRATEGIC WEALTH MANAGEMENT LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC WEALTH MANAGEMENT LLC | 2025-09-09 | present | Yes |
| CONCORDE ASSET MANAGEMENT, LLC | 2025-08-19 | 2025-09-26 | — |
| ASSET STRATEGY ADVISORS, LLC | 2018-02-12 | 2025-07-25 | — |
| RADIUS CAPITAL MANAGEMENT, LLC | 2017-08-05 | 2018-02-14 | — |
| SANTANDER SECURITIES LLC | 2012-09-26 | 2017-06-28 | — |
| LPL FINANCIAL LLC | 2011-06-23 | 2012-09-19 | — |