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7160 Rafael Rivera Way Suite 220, Las Vegas, NV 89113 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2026-07-08 |
Branch Locations
7160 Rafael Rivera Way Suite 220, Las Vegas, NV 89113 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | Seal Beach | CA | 01/2017 | 10/2017 |
| First Bank | Newport Beach | CA | 09/2014 | 11/2016 |
| Unemployed | Huntington Beach | CA | 11/2016 | 01/2017 |
| Miramontes Capital | Newport Beach | CA | 11/2017 | 07/2019 |
| Pks | Albany | NY | 03/2018 | 07/2019 |
| Purshe Kaplan Sterling Investments | Albany | NY | 01/2021 | 04/2023 |
| Whalen Financial | Las Vegas | NV | 09/2019 | 04/2023 |
| Whalen Enterprises Inc. Dba Whalen Financial | Las Vegas | NV | 01/2021 | 04/2023 |
| Independent Financial Group, Llc | Henderson | NV | 04/2023 | 04/2026 |
| Cornerstone Wealth Management | Henderson | NV | 04/2023 | 04/2026 |
| Whalen Financial | Las Vegas | NV | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-01 |
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