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Boldin Advisors CRD 294881
800 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1 Belvedere Place Suite 200, Mill Valley, CA 94941 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-15 |
Branch Locations
1 Belvedere Place Suite 200, Mill Valley, CA 94941 • United States
San Antonio, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-02-02 |
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