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RIA / WealthAdvisorCertified Financial Planner13 years in industry

Brianna Mieko Black

Advisor at BOLDIN ADVISORS

MILL VALLEY, CA | SAN ANTONIO, TX

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Search this name across graphsid dfx:ria:1c64f706-73ff-d12e-2cd8-6ea054566cf6

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:49 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 3
On other graphs: 0
Observed: Feb 9, 2018 to Sep 15, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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: Aug 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65
First exam: Feb 2, 2018
First registration: Feb 9, 2018
Dual registered: no
Other names: Brianna Black|Brianna M Black
IAPD individual key: 6683956

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
BOLDIN ADVISORS	No RAUM reported	Apr 15, 2025	n/a	yes	MILL VALLEY, CA\|SAN ANTONIO, TX	Current employment
SALTBOX FINANCIAL LLC	Independent wealth	Mar 21, 2024	Aug 22, 2024	no	PORTSMOUTH, NH\|San Antonio, TX	Previous registration
FINANCIAL LIFE ADVISORS	Independent wealth	Nov 9, 2022	Oct 11, 2023	no	SAN ANTONIO, TX	Previous registration
WEALTHPOINT ADVISORS LLC	Former SEC adviser	Feb 9, 2018	Nov 7, 2022	no	INDIANAPOLIS, IN	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
SALTBOX FINANCIAL LLC	BOLDIN ADVISORS	Aug 22, 2024	Apr 15, 2025	236	Firm change	RIA to new firm
FINANCIAL LIFE ADVISORS	SALTBOX FINANCIAL LLC	Oct 11, 2023	Mar 21, 2024	162	Firm change	RIA to RIA
WEALTHPOINT ADVISORS LLC	FINANCIAL LIFE ADVISORS	Nov 7, 2022	Nov 9, 2022	2	Firm change	RIA to RIA

Relationships

Registered with (4)

→ BOLDIN ADVISORSRegistered adviserregistration: current employment
Apr 15, 2025 to presentfactForm ADV
→ SALTBOX FINANCIAL LLCRegistered adviserregistration: previous registration
Mar 21, 2024 to Aug 22, 2024factForm ADV
→ FINANCIAL LIFE ADVISORSRegistered adviserregistration: previous registration
Nov 9, 2022 to Oct 11, 2023factForm ADV
→ WEALTHPOINT ADVISORS LLCRegistered adviserregistration: previous registration
Feb 9, 2018 to Nov 7, 2022factForm ADV

Dated events

Occurred
Aug 22, 2024
Advisor changed firm
Brianna Mieko Black left Saltbox Financial Llc for Boldin Advisors (registered 2025-04-15)
Form ADVobserved 3 days ago
Occurred
Oct 11, 2023
Advisor changed firm
Brianna Mieko Black left Financial Life Advisors for Saltbox Financial Llc (registered 2024-03-21)
Form ADVobserved 3 days ago
Occurred
Nov 7, 2022
Advisor changed firm
Brianna Mieko Black left Wealthpoint Advisors Llc for Financial Life Advisors (registered 2022-11-09)
Form ADVobserved 3 days ago