Daniel Blakey has been an investment adviser representative at Broadside Wealth Technologies since August 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.
Daniel Blakey’s longest registration was 5 years at Integrity Financial Corporation (2014–2019). Before joining Broadside Wealth Technologies in 2026, Daniel Blakey was registered through Integrity Financial Corporation.
- Broadside WealthCurrent– present · under a yearSan Francisco, CA · Adviser representative · Firm CRD 342220
- Integrity Financial Corporation– · 5 yearsBellevue, WA · Adviser representative · Firm CRD 137125
Investment adviser representative registrations
Daniel Blakey is registered as an investment adviser representative in California, since August 2026.
- CaliforniaSince 7 August 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 10 February 2014 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Daniel Clark Blakey
- CRD
- 6296409
- Firm
- Broadside Wealth Technologies · CRD 342220
- Office
- 333 BUSH STREET, SUITE 400, San Francisco, CA 94104
- Registration
- Investment adviser registration
- In the industry since
- July 2021
- Disciplinary history
- Not yet shown here · SEC record
Where does Daniel Blakey work?
Daniel Blakey is an investment adviser representative registered through Broadside Wealth Technologies Inc. since August 2026, and is not listed among the firm’s executive officers or direct owners.
Is Daniel Blakey a financial advisor?
Yes. Daniel Blakey has a current investment-adviser registration in California, through Broadside Wealth Technologies since August 2026.
How many years of experience does Daniel Blakey have?
Daniel Blakey has 5 years in the financial industry, since July 2021, across 2 adviser firms.
What exams has Daniel Blakey passed?
Daniel Blakey passed the Series 65 in February 2014.
Where did Daniel Blakey work before Broadside Wealth Technologies?
Before Broadside Wealth Technologies, Daniel Blakey was registered through Integrity Financial Corporation, February 2014 to February 2019.
Where is Daniel Blakey based?
Daniel Blakey’s registered office is in San Francisco, CA.
Is Daniel Blakey registered with FINRA?
No. Daniel Blakey has no current broker registration.
How can I verify Daniel Blakey’s record?
Search CRD 6296409 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Daniel Blakey’s full registration record.