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Inactive

Shawn Tydlaska

Tessara Wealth

Burlingame, CA

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Current Employers
Tessara Wealth

340 Lorton Ave Ste 216, Burlingame, CA 94010 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-24
VA RA APPROVED 2023-08-14
TX RA APPROVED 2022-03-14
LA RA APPROVED 2021-05-24
  • CA RA
    APPROVED
    Since 2025-01-24
  • VA RA
    APPROVED
    Since 2023-08-14
  • TX RA
    APPROVED
    Since 2022-03-14
  • LA RA
    APPROVED
    Since 2021-05-24

Branch Locations

340 Lorton Ave Ste 216, Burlingame, CA 94010 • 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
Ballast Point Financial Planning, Llc Burlingame CA 03/2016 07/2022
Ballast Point Financial Planning, Llc Burlingame CA 08/2022 06/2024
Ballast Point Financial Planning, Llc Burlingame CA 06/2024 Present
  • 03/2016 → 07/2022
    Ballast Point Financial Planning, Llc
    Burlingame, CA
  • 08/2022 → 06/2024
    Ballast Point Financial Planning, Llc
    Burlingame, CA
  • 06/2024 → Present
    Ballast Point Financial Planning, Llc
    Burlingame, CA
Designations

View on SEC IAPD

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JACKSON WILLIAMS KEMPKER
ELENA NETTA FASSIO

Other Offices

STRATEGIC ADVISERS LLC · BURLINGAME, CA
JARIS ASSET MANAGEMENT · BURLINGAME, CA
HOMEBREW VENTURES · BURLINGAME, CA
YK BIOVENTURES · BURLINGAME, CA
J.P. MORGAN SECURITIES LLC · BURLINGAME, CA
INDEPENDENCE SQUARE HOLDINGS, LLC · Burlingame, CA
REFACTOR CAPITAL MANAGEMENT, LLC · BURLINGAME, CA
POPLAR POINT CAPITAL MANAGEMENT LLC · BURLINGAME, CA

More in Burlingame, CA

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