# Kim Thanh Dang

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..

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [WHALEN WEALTH MANAGEMENT INC.](https://search.stillhousedata.com/firm/311869) | 2026-07-08 | present | Yes |
| [INDEPENDENT FINANCIAL GROUP, LLC](https://search.stillhousedata.com/firm/7717) | 2023-05-01 | 2026-05-01 | — |
| [WHALEN WEALTH MANAGEMENT INC.](https://search.stillhousedata.com/firm/311869) | 2021-03-02 | 2023-04-19 | — |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2019-10-07 | 2021-01-25 | — |
| [MIRAMONTES CAPITAL, LLC](https://search.stillhousedata.com/firm/264786) | 2017-11-17 | 2019-07-08 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2017-09-05 | 2017-10-31 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/6751208)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/6751208.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.