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Tidemark, LLC CRD 327611
$463M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
5405 Morehouse Dr. Suite 345, San Diego, CA 92121 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-10-24 |
| CA | RA | APPROVED | 2023-09-26 |
Branch Locations
5405 Morehouse Dr. Suite 345, San Diego, CA 92121 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | San Diego | CA | 08/2008 | 03/2026 |
| Tidemark, Llc | San Diego | CA | 09/2023 | Present |
Non-Variable Insurance - Agent - Start Date: 08/26/2021 - 1 Hour Per Month/1 Hour During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-02-11 |
| S63 | Uniform Securities Agent State Law Examination | 2006-05-01 |
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