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Daniel Keith Beatty

Selby Wealth Management

Emeryville, CA

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Current Employers
Selby Wealth Management

2200 Powell Street Suite 350, Emeryville, CA 94608 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-03-05
  • CA RA
    APPROVED
    Since 2025-03-05

Branch Locations

2200 Powell Street Suite 350, Emeryville, CA 94608 • 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
John W. Booker & Co., Cpas, Pc Oakland CA 05/1983 Present
Selby Wealth Management, Llc Greenbrae CA 12/2024 Present
  • 05/1983 → Present
    John W. Booker & Co., Cpas, Pc
    Oakland, CA
  • 12/2024 → Present
    Selby Wealth Management, Llc
    Greenbrae, CA
Previous Registrations

View on SEC IAPD

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Other Offices

INTERFUNDS · EMERYVILLE, CA
TRIGOFI · EMERYVILLE, CA
STRYKER FINANCIAL · EMERYVILLE, CA
MARINER · Emeryville, CA
DEFILADE CAPITAL MANAGEMENT, L.P. · EMERYVILLE, CA
ARCHETYPE MGMT, LLC · EMERYVILLE, CA
TRILLIUM INVESTMENTS · EMERYVILLE, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · EMERYVILLE, CA

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