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William Franklin Dagley

Private Wealth Partners, LLC

Mill Valley, CA

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Current Employers
Private Wealth Partners, Llc

591 Redwood Highway Suite 3210, Mill Valley, CA 94941 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-01-14
AZ RA APPROVED 2025-01-09
IL RA APPROVED 2024-12-12
NV RA APPROVED 2024-12-10
MT RA APPROVED 2024-12-09
KS RA APPROVED 2024-12-06
NY RA APPROVED 2024-12-06
OH RA APPROVED 2024-12-06
WA RA APPROVED 2024-12-06
CA RA APPROVED 2024-12-03
TX RA APPROVED_RES 2024-04-11
  • FL RA
    APPROVED
    Since 2025-01-14
  • AZ RA
    APPROVED
    Since 2025-01-09
  • IL RA
    APPROVED
    Since 2024-12-12
  • NV RA
    APPROVED
    Since 2024-12-10
  • MT RA
    APPROVED
    Since 2024-12-09
  • KS RA
    APPROVED
    Since 2024-12-06
  • NY RA
    APPROVED
    Since 2024-12-06
  • OH RA
    APPROVED
    Since 2024-12-06
  • WA RA
    APPROVED
    Since 2024-12-06
  • CA RA
    APPROVED
    Since 2024-12-03
  • TX RA
    APPROVED_RES
    Since 2024-04-11

Branch Locations

591 Redwood Highway Suite 3210, Mill Valley, CA 94941 • 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
Private Wealth Partners, Llc Larkspur CA 04/2005 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-12-02
S63 Uniform Securities Agent State Law Examination 2000-08-03
  • S65 Uniform Investment Adviser Law Examination
    2024-12-02
  • S63 Uniform Securities Agent State Law Examination
    2000-08-03
Other Names
  • Bill Dagley
  • Bill Dagley

View on SEC IAPD

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Other Offices

DIPSEA CAPITAL, LLC · MILL VALLEY, CA
OSAIC WEALTH, INC. · Mill Valley, CA
SCHMITZ CAPITAL PARTNERS, LLC · MILL VALLEY, CA
BAYHUNT CAPITAL LLC · MILL VALLEY, CA
BOLDIN ADVISORS · MILL VALLEY, CA
URBAN INVESTMENT ADVISORS · MILL VALLEY, CA
COMMONWEALTH FINANCIAL NETWORK · Mill Valley, CA
AEQUIM ALTERNATIVE INVESTMENTS LP · MILL VALLEY, CA

More in Mill Valley, CA

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