# DAVID MAWHINNEY

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.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [FACET WEALTH, INC](https://search.stillhousedata.com/firm/285961) | 2026-07-30 | present | Yes |
| [STREAM FINANCIAL ADVICE LLC](https://search.stillhousedata.com/firm/327449) | 2023-11-08 | present | Yes |
| [FIDELITY PERSONAL AND WORKPLACE ADVISORS](https://search.stillhousedata.com/firm/288590) | 2023-03-31 | 2023-07-06 | — |
| [PETERSON WEALTH ADVISORS, LLC](https://search.stillhousedata.com/firm/146349) | 2021-06-09 | 2021-11-18 | — |
| [VANGUARD ADVISERS, INC.](https://search.stillhousedata.com/firm/106715) | 2018-08-28 | 2021-05-13 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/6907811)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/6907811.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.