This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

BOLDIN ADVISORS

Current firm class

no raum reportedderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Sep 12, 2012earliest registration or exam on IAPD

Years in industry

14derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S66|S63

First exam

Sep 12, 2012

First registration

Feb 20, 2015

Dual registered

no

Other names

DENNIS M BRAWLEY|DENNIS M. BRAWLEY

IAPD individual key

6066899

• Occurred

  Jun 11, 2024
  Advisor changed firm

  Dennis M Brawley left Wells Fargo Advisors for Boldin Advisors (registered 2025-10-24)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:010e5e98-3ef2-1541-2b73-3c2025a3f5b2

First observed

Feb 20, 2015

Last observed

Sep 15, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.