Taylor John Whelan & Brittany Margaret Whelan Living Trust Dtd 6/5/2025
ShareholderWhelan Financial
About Taylor John Whelan & Brittany Margaret Whelan Living Trust Dtd 6/5/2025
Taylor John Whelan & Brittany Margaret Whelan Living Trust Dtd 6/5/2025 is listed as Shareholder at Whelan Financial in Fresno, CA. Form ADV reports a beneficial ownership band of 10-25%.
Reported ownership
Owns 10-25% of Whelan Financial
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Taylor John Whelan & Brittany Margaret Whelan Living Trust Dtd 6/5/2025 work?
Taylor John Whelan & Brittany Margaret Whelan Living Trust Dtd 6/5/2025 is listed as Shareholder at Whelan Financial on SEC Form ADV.
How much of Whelan Financial does Taylor John Whelan & Brittany Margaret Whelan Living Trust Dtd 6/5/2025 own?
Form ADV reports a beneficial ownership band of 10-25%.