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Brianna Mieko Black

Boldin Advisors

Mill Valley, CA

San Antonio, TX

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Current Employers
Boldin Advisors

1 Belvedere Place Suite 200, Mill Valley, CA 94941 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-04-15
  • TX RA
    APPROVED
    Since 2025-04-15

Branch Locations

1 Belvedere Place Suite 200, Mill Valley, CA 94941 • United States

San Antonio, TX • 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
Wealthpoint Advisors, Llc Indianapolis IN 10/2017 11/2022
Tiff's Treats Austin TX 08/2017 10/2017
Alamo Financial Advisors College Station TX 04/2016 08/2017
Texas A&M University College Station TX 08/2013 07/2017
Financial Life Advisors San Antonio TX 11/2022 10/2023
Saltbox Financial Llc San Antonio TX 03/2024 08/2024
Unemployed San Antonio TX 11/2023 02/2024
Boldin Advisors San Antonio TX 03/2025 Present
Unemployed San Antonio TX 09/2024 02/2025
  • 10/2017 → 11/2022
    Wealthpoint Advisors, Llc
    Indianapolis, IN
  • 08/2017 → 10/2017
    Tiff's Treats
    Austin, TX
  • 04/2016 → 08/2017
    Alamo Financial Advisors
    College Station, TX
  • 08/2013 → 07/2017
    Texas A&M University
    College Station, TX
  • 11/2022 → 10/2023
    Financial Life Advisors
    San Antonio, TX
  • 03/2024 → 08/2024
    Saltbox Financial Llc
    San Antonio, TX
  • 11/2023 → 02/2024
    Unemployed
    San Antonio, TX
  • 03/2025 → Present
    Boldin Advisors
    San Antonio, TX
  • 09/2024 → 02/2025
    Unemployed
    San Antonio, TX
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-02-02
  • S65 Uniform Investment Adviser Law Examination
    2018-02-02
Designations
Other Names
  • Brianna Black
  • Brianna M Black

View on SEC IAPD

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AEQUIM ALTERNATIVE INVESTMENTS LP

Other Investors

RICHARD GEORGE KUCHEN
WILLIAM FRANKLIN DAGLEY
JASON MARTIN SAXON
Hubert Saint James Lenczowski
FRANK CHRISTOPHER GREENE
MICHAEL BENNETT YONGUE
DONALD MICHAEL ABRAMSON
CHRISTOPHER JOHN ANTONIO

Other Offices

PRIVATE WEALTH PARTNERS, LLC · MILL VALLEY, CA
DIPSEA CAPITAL, LLC · MILL VALLEY, CA
OSAIC WEALTH, INC. · Mill Valley, CA
SCHMITZ CAPITAL PARTNERS, LLC · MILL VALLEY, CA
BAYHUNT CAPITAL LLC · MILL VALLEY, CA
URBAN INVESTMENT ADVISORS · MILL VALLEY, CA
COMMONWEALTH FINANCIAL NETWORK · Mill Valley, CA
AEQUIM ALTERNATIVE INVESTMENTS LP · MILL VALLEY, CA

More in Mill Valley, CA

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