Briana-Capri Thadison is a registered investment advisor, based in Concord, CA, with 3 years of industry experience.
Location
1655 Grant Street, 10th Floor, Concord, CA, 94520-2445
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Assetmark, INC.
February 2026 - Present · 3 mos
Assetmark Brokerage, LLCBroker
February 2026 - Present · 3 mos
Previous Registrations
Zacks Investment Management, INC.
January 2026 - February 2026 · 1 mo
Zacks Investment Management, INC.
June 2025 - December 2025 · 6 mos
Thrivent Investment Management INC.
December 2023 - March 2024 · 3 mos
Thrivent Investment Management INC.Broker
October 2023 - March 2024 · 5 mos
Robert W. Baird & CO. Incorporated
May 2020 - August 2021 · 1 yr 3 mos
Robert W. Baird & CO. IncorporatedBroker
May 2020 - August 2021 · 1 yr 3 mos
Wells Fargo Funds Management, LLC
April 2019 - January 2020 · 9 mos
Wells Fargo Funds Distributor, LLCBroker
April 2019 - January 2020 · 9 mos
Morgan Stanley
January 2019 - March 2019 · 2 mos
Morgan StanleyBroker
October 2018 - March 2019 · 5 mos
State Registrations7 states
ILKYMIOHPAWIWV
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.