DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at BRICKLEY WEALTH MANAGEMENT
SAN MATEO, CA | San Carlos, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| BRICKLEY WEALTH MANAGEMENT | Independent wealth | Feb 18, 2025 | n/a | yes | San Carlos, CA|SAN MATEO, CA | Current employment |
| WEALTH ARCHITECTS, LLC | Independent wealth | Mar 17, 2020 | Sep 25, 2024 | no | MOUNTAIN VIEW, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WEALTH ARCHITECTS, LLC | BRICKLEY WEALTH MANAGEMENT | Sep 25, 2024 | Feb 18, 2025 | 146 | Firm change | RIA to RIA |