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Brendan Michael White

Essential Partners LLC

Denver, CO

Rancho Santa Fe,, CA

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Current Employers
Essential Partners Llc

16950 Via De Santa Fe Suite 5060-175, Rancho Santa Fe,, CA 92067 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-02-04
CO RA APPROVED 2025-02-04
  • CA RA
    APPROVED
    Since 2025-02-04
  • CO RA
    APPROVED
    Since 2025-02-04

Branch Locations

Denver, CO • United States

16950 Via De Santa Fe Suite 5060-175, Rancho Santa Fe,, CA 92067 • 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
Charles Schwab & Co., Inc. Lone Tree CO 08/2019 04/2021
Student Naples FL 08/2011 05/2019
Janiczek Wealth Management Llc Denver CO 05/2021 09/2024
Cerity Partners Llc Denver CO 10/2024 12/2024
Essential Partners Llc Pacific Palisades CA 12/2024 02/2025
Essential Partners Llc Rancho Santa Fe CA 02/2025 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-10-06
S63 Uniform Securities Agent State Law Examination 2020-01-10
  • S66 Uniform Combined State Law Examination
    2020-10-06
  • S63 Uniform Securities Agent State Law Examination
    2020-01-10
Designations

View on SEC IAPD

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