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James Allen Sand

Tiedemann Advisors, LLC

New York, NY

Minneapolis, MN

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Current Employers
Tiedemann Advisors, Llc

22 Vanderbilt Avenue 27Th Floor, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2024-07-11
  • MN RA
    APPROVED
    Since 2024-07-11

Branch Locations

22 Vanderbilt Avenue 27Th Floor, New York, NY 10017 • United States

600 Highway 169 South Suite 1950, Minneapolis, MN 55426 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Envoi Llc Minnetonka MN 12/2008 07/2024
Tiedemann Advisors, Llc Minneapolis MN 07/2024 Present
Previous Registrations
  • 2014-01-27 → 2024-07-02
    Envoi Llc
    Minneapolis, MN
  • 2009-11-13 → 2013-12-31
    Envoi Llc
    Minneapolis, MN
  • 2007-11-09 → 2009-02-10
    Cherry Tree Family Office Llc
    Minnetonka, MN
  • 2006-09-13 → 2007-11-09
    Cherry Tree Investments Inc
    Minnetonka, MN
  • 2004-03-02 → 2006-06-14
    Crosswater
    Wayzata, MN
  • 2002-11-13 → 2004-01-21
    Piper Sandler & Co.
    Minneapolis, MN
  • 2002-10-01 → 2002-12-09
    The Family Office Of U.S. Bancorp Piper Jaffray Llc.
    Minneapolis, MN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-09-19
S63 Uniform Securities Agent State Law Examination 1999-11-17
  • S65 Uniform Investment Adviser Law Examination
    2002-09-19
  • S63 Uniform Securities Agent State Law Examination
    1999-11-17

View on SEC IAPD

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