PATRICK JOSEPH WHELAN is an investment adviser representative (IAR) with state registration records since 2007, appearing at 3 firms. Currently registered with LPL FINANCIAL LLC.
| Firm | From | To | Current |
|---|---|---|---|
| LPL FINANCIAL LLC | 2024-07-02 | present | Yes |
| OSAIC WEALTH, INC. | 2019-09-11 | 2024-07-05 | — |
| INVESTMENT ADVISORS ASSET MANAGEMENT, LLC | 2007-10-09 | 2020-06-30 | — |