Adam Russell Mcmillian

Employer firm

Tidemark, LLC CRD 327611

$463M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2019 → 08/2019
  El Cabo
  Walnut Cove, NC
• 08/2019 → 02/2022
  Elite Tree Service
  Walnut Cove, NC
• 02/2022 → 06/2024
  Cannon Wealth Management
  Winston Salem, NC
• 01/2013 → 06/2019
  South Stokes High School
  Walnut Cove, NC
• 06/2024 → 06/2026
  Cannon Wealth Management
  Winston Salem, NC
• 06/2026 → Present
  Tidemark, Llc
  San Diego, CA

Previous Registrations

• 2024-06-03 → 2026-06-12
  Cannon Wealth Management Services
  Winston Salem, NC

Other Businesses

Stokes United. 151 Jefferson Church Rd, Suite 105, Room 149, King, NC. To raise funds to support local non-profits. Board of Directors. Not investment related.

Exams

• S66 Uniform Combined State Law Examination
  2024-02-23