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Daniel Clark Blakey

Broadside Wealth

San Francisco, CA

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Current Employers
Broadside Wealth

333 Bush Street Suite 400, San Francisco, CA 94104 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-08-07
  • CA RA
    APPROVED
    Since 2026-08-07

Branch Locations

333 Bush Street Suite 400, San Francisco, CA 94104 • 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
Integrity Financial Group Bellevue WA 02/2014 03/2019
Baker Street Advisors San Francisco CA 04/2019 07/2026
Broadside Wealth San Francisco CA 08/2026 Present
  • 02/2014 → 03/2019
    Integrity Financial Group
    Bellevue, WA
  • 04/2019 → 07/2026
    Baker Street Advisors
    San Francisco, CA
  • 08/2026 → Present
    Broadside Wealth
    San Francisco , CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-02-10
  • S65 Uniform Investment Adviser Law Examination
    2014-02-10
Designations

View on SEC IAPD

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Other Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA
1SHARPE CAPITAL LLC · SAN FRANCISCO, CA
RBC SECURITIES, INC · SAN FRANCISCO, CA
STRATEGIC ADVISERS LLC · SAN FRANCISCO, CA
VALEAS CAPITAL PARTNERS · SAN FRANCISCO, CA
ZENTARA EXCHANGE LTD · SAN FRANCISCO, CA

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