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Brendan Diarmuid Connaughton

Catalyst Private Wealth, LLC

San Mateo, CA

CRD 1602941

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Employer firm

Catalyst Private Wealth, LLC CRD 305565

$370M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Catalyst Private Wealth, Llc

3 East Third Ave. Office 323, San Mateo, CA 94401 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-01-02
TX RA APPROVED_RES 2023-11-14
  • CA RA
    APPROVED
    Since 2026-01-02
  • TX RA
    APPROVED_RES
    Since 2023-11-14

Branch Locations

3 East Third Ave., Office 323, San Mateo, CA 94401 • 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
Clearpath Capital Partners Llc San Francisco CA 05/2013 01/2018
Mutual Advisors,Llc Casper WY 01/2018 09/2019
Catalyst Private Wealth, Llc San Francisco CA 10/2019 Present
Previous Registrations
Other Businesses

1. URLIFE MEDIA; NOT INVESTMENT RELATED; LOS ANGELES, CA; AN APPLICATION SITE THAT ASSISTS USERS IN TRAILER CREATION SERVICES. IT ALLOWS USERS TO REGISTER AND PURCHASE A CUSTOM EDITED TRAILER BY UPLOADING PERSONAL VIDEOS AND PICTURE CONTENT; INVESTOR; 4/8/2019; O HOURS PER MONTH, 0 DURING SECURITIES HOURS; NO DUTIES.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-12-18
S63 Uniform Securities Agent State Law Examination 1987-10-08
  • S66 Uniform Combined State Law Examination
    2011-12-18
  • S63 Uniform Securities Agent State Law Examination
    1987-10-08
Other Names
  • Brendan Durmond Connaughton
  • Brendan Dermot Connaughton

View on SEC IAPD

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