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Joshua Dean Marcus

Tidal Creek Capital Advisors

Bluffton, SC

Philadelphia, PA

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Current Employers
Tidal Creek Capital Advisors

18 Palmetto Way Suite B, Bluffton, SC 29910 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-02
SC RA APPROVED 2025-01-02
GA RA APPROVED 2022-07-27
TX RA APPROVED 2021-01-15
VA RA APPROVED 2021-01-15
  • CA RA
    APPROVED
    Since 2025-01-02
  • SC RA
    APPROVED
    Since 2025-01-02
  • GA RA
    APPROVED
    Since 2022-07-27
  • TX RA
    APPROVED
    Since 2021-01-15
  • VA RA
    APPROVED
    Since 2021-01-15

Branch Locations

18 Palmetto Way Suite B, Bluffton, SC 29910 • United States

Philadelphia, PA • 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
Auburn University Auburn AL 08/2018 09/2020
North Carolina State University Raleigh NC 08/2013 08/2018
North Carolina State University Raleigh NC 11/2016 04/2017
Live Oak Management Group Llc (Tidal Creek Capital Advisors) Bluffton SC 08/2020 08/2023
Live Oak Management Group Llc (Tidal Creek Capital Advisors) Philadelphia PA 09/2023 Present
  • 08/2018 → 09/2020
    Auburn University
    Auburn, AL
  • 08/2013 → 08/2018
    North Carolina State University
    Raleigh, NC
  • 11/2016 → 04/2017
    North Carolina State University
    Raleigh, NC
  • 08/2020 → 08/2023
    Live Oak Management Group Llc (Tidal Creek Capital Advisors)
    Bluffton, SC
  • 09/2023 → Present
    Live Oak Management Group Llc (Tidal Creek Capital Advisors)
    Philadelphia, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-12-13
  • S65 Uniform Investment Adviser Law Examination
    2020-12-13

View on SEC IAPD

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HEATHER MCKINNEY VENRICK
RICHARD MICHAEL SEBASTIAN

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GWN SECURITIES INC. · Bluffton, SC
CHARLES SCHWAB & CO., INC. · Bluffton, SC
RAYMOND JAMES & ASSOCIATES, INC. · BLUFFTON, SC
CETERA INVESTMENT ADVISERS LLC · BLUFFTON, SC
STATE FARM INVESTMENT MANAGEMENT CORP. · Bluffton, SC
VAN GROUW ADVISORS, LLC · BLUFFTON, SC

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