Troy Brinckley Daum

Current Employers

Wealth Analytics Partners, Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-02-20
CA	RA	APPROVED	2007-04-10

TX RA
APPROVED

Since 2026-02-20
CA RA
APPROVED

Since 2007-04-10

Branch Locations

Poway, 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

Organization	City	State	From	To
Wealth Analytics, Inc.	San Diego	CA	07/2003	Present
Wealth Analytics Partners, Llc	San Diego	CA	01/2007	Present

07/2003 → Present

Wealth Analytics, Inc.

San Diego, CA
01/2007 → Present

Wealth Analytics Partners, Llc

San Diego, CA

Previous Registrations

2003-09-15 → 2007-04-02

Wealth Analytics, Inc.

San Diego, CA

San Diego, CA
2002-05-14 → 2004-07-07

Hornor, Townsend & Kent, Llc

San Diego, CA

Other Businesses

Troy Daum is a co-author of the book titled, "Your Insider's Guide to Retirement", which is listed for sale on Amazon. Troy Daum receives minimal compensation from this activity.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1996-06-26
S63	Uniform Securities Agent State Law Examination	1995-09-20

S65 Uniform Investment Adviser Law Examination

1996-06-26
S63 Uniform Securities Agent State Law Examination

1995-09-20

Designations

Other Names

Troy B Daum

View on SEC IAPD