Kim Thanh Dang is an investment adviser representative (IAR) with state registration records since 2017, appearing at 5 firms. Currently registered with WHALEN WEALTH MANAGEMENT INC..
| Firm | From | To | Current |
|---|---|---|---|
| WHALEN WEALTH MANAGEMENT INC. | 2026-07-08 | present | Yes |
| INDEPENDENT FINANCIAL GROUP, LLC | 2023-05-01 | 2026-05-01 | — |
| WHALEN WEALTH MANAGEMENT INC. | 2021-03-02 | 2023-04-19 | — |
| LPL FINANCIAL LLC | 2019-10-07 | 2021-01-25 | — |
| MIRAMONTES CAPITAL, LLC | 2017-11-17 | 2019-07-08 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2017-09-05 | 2017-10-31 | — |