Alexander Knight has been an investment adviser representative at Broadside Wealth Technologies since June 2026, and is not listed among the firm’s executive officers or direct owners.
Broadside Wealth Technologies Inc. is a San Francisco, CA firm with $875M under management, 20 clients and 4 advisers across 2 offices, as of its September 2026 filing.
- Broadside WealthCurrent– present · under a yearSan Francisco, CA · Adviser representative · Firm CRD 342220
Investment adviser representative registrations
Alexander Knight is registered as an investment adviser representative in California, since June 2026.
- CaliforniaSince 2 June 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 2 March 2026 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Alexander Cannon Knight
- CRD
- 8286863
- Firm
- Broadside Wealth Technologies · CRD 342220
- Office
- 333 BUSH STREET, SUITE 400, San Francisco, CA 94104
- Registration
- Investment adviser registration
- In the industry since
- June 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does Alexander Knight work?
Alexander Knight is an investment adviser representative registered through Broadside Wealth Technologies Inc. since June 2026, and is not listed among the firm’s executive officers or direct owners.
Is Alexander Knight a financial advisor?
Yes. Alexander Knight has a current investment-adviser registration in California, through Broadside Wealth Technologies since June 2026.
How many years of experience does Alexander Knight have?
Alexander Knight has 0 years in the financial industry, since June 2026, across 1 adviser firm.
What exams has Alexander Knight passed?
Alexander Knight passed the Series 65 in March 2026.
Where is Alexander Knight based?
Alexander Knight’s registered office is in San Francisco, CA.
Is Alexander Knight registered with FINRA?
No. Alexander Knight has no current broker registration.
How can I verify Alexander Knight’s record?
Search CRD 8286863 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Alexander Knight’s full registration record.