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Current Employers
Wealth Analytics Partners, Llc

12526 High Bluff Dr. Suite 238, San Diego, CA 92130 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-02-22
CA RA APPROVED 2023-02-14
  • TX RA
    APPROVED_RES
    Since 2026-02-22
  • CA RA
    APPROVED
    Since 2023-02-14

Branch Locations

San Diego, CA • United States

12526 High Bluff Dr. Suite 238, San Diego, CA 92130 • 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
Wealth Analytics Partners, Llc San Diego CA 07/2022 01/2024
Poway Unified School District San Diego CA 08/2016 06/2022
Wealth Analytics Partners, Llc San Diego CA 01/2024 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-02-13
  • S65 Uniform Investment Adviser Law Examination
    2023-02-13
Other Names
  • Brittany Susan Daum

View on SEC IAPD

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