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Sean Joseph Whelan

Brandon Hill Wealth Management, LLC

Katonah, NY

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Current Employers
Brandon Hill Wealth Management, Llc

Katonah, NY • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-09-16
  • NY RA
    APPROVED
    Since 2021-09-16

Branch Locations

Katonah, NY • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sg Americas Securities, Llc New York NY 03/2015 08/2021
Societe Generale New York NY 02/2020 08/2021
Brandon Hill Wealth Management, Llc Katonah NY 06/2021 Present
  • 03/2015 → 08/2021
    Sg Americas Securities, Llc
    New York, NY
  • 02/2020 → 08/2021
    Societe Generale
    New York, NY
  • 06/2021 → Present
    Brandon Hill Wealth Management, Llc
    Katonah, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-09-02
S63 Uniform Securities Agent State Law Examination 1986-07-22
  • S66 Uniform Combined State Law Examination
    2021-09-02
  • S63 Uniform Securities Agent State Law Examination
    1986-07-22

View on SEC IAPD

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