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Tidmore Retirement Planning Specialists CRD 121028
$113M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2000 Auburn Drive Suite 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2007-02-06 |
Branch Locations
2000 Auburn Drive Suite 200, Beachwood, OH 44122 • United States
2000 Auburn Drive Suite 200, Beachwood, OH 44122 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Premier Investment Advisors Inc | Cleveland | OH | 11/2000 | Present |
| Tidmore Consulting Services | Cleveland | OH | 08/2021 | Present |
Dennis Tidmore may recommend insurance products and may also, as independent insurance agents, sell those recommended insurance products to clients. The sale of these products accounts for approximately 5% of his time, all of which is during securities trading hours. As disclosed above, Dennis Tidmore is the owner of Tidmore Consulting Services, which provides non-securities related financial consulting services in collaboration with other professionals. He spends 12 hours per month or less on these services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-06-18 |
| S63 | Uniform Securities Agent State Law Examination | 1996-03-18 |
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