DAVID MAWHINNEY is an investment adviser representative (IAR) with state registration records since 2018, appearing at 5 firms. Currently registered with STREAM FINANCIAL ADVICE LLC, FACET WEALTH, INC.
| Firm | From | To | Current |
|---|---|---|---|
| FACET WEALTH, INC | 2026-07-30 | present | Yes |
| STREAM FINANCIAL ADVICE LLC | 2023-11-08 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2023-03-31 | 2023-07-06 | — |
| PETERSON WEALTH ADVISORS, LLC | 2021-06-09 | 2021-11-18 | — |
| VANGUARD ADVISERS, INC. | 2018-08-28 | 2021-05-13 | — |