DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Brianna Mieko Black

Boldin Advisorsno RAUMMill Valley, Ca IA-onlyIAPD 6683956

Certified Financial Planner

Feed of 09/15/2026

Also filed as Brianna Black

At current firm

1 y

since Apr 15, 2025

In the industry

13 y

since Aug 1, 2013 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Boldin Advisors no RAUM current
since Apr 15, 2025 · Mill Valley, Ca
Saltbox Financial LLC independent RIA
Mar 21, 2024 to Aug 22, 2024 · Portsmouth, Nh
Financial Life Advisors independent RIA
Nov 9, 2022 to Oct 11, 2023 · San Antonio, Tx
Wealthpoint Advisors LLC former
Feb 9, 2018 to Nov 7, 2022 · Indianapolis, In

Moves

a registration end followed by a registration begin elsewhere

Saltbox Financial LLC to Boldin Advisors
left Aug 22, 2024, registered Apr 15, 2025 (236 days) · RIA to a newly registered adviser
Financial Life Advisors to Saltbox Financial LLC
left Oct 11, 2023, registered Mar 21, 2024 (162 days) · RIA to RIA
Wealthpoint Advisors LLC to Financial Life Advisors
left Nov 7, 2022, registered Nov 9, 2022 (2 days) · RIA to RIA

Signals

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

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: No RAUM reportedderived
Years in industry: 13derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address