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Ivan Jay Tidwell

Tidwell Wealth Management LLC

Rocklin, CA

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Current Employers
Tidwell Wealth Management Llc

2209 Plaza Drive Suite 200, Rocklin, CA 95765 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APP_PEND_IARCE 2026-01-01
  • CA RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

2209 Plaza Drive Suite 200, Rocklin, CA 95765 • 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
Tidwell & Associates, Llp Rocklin CA 05/2013 Present
Peak Investment Solutions, Llc Roseville CA 11/2017 09/2020
Tidwell Wealth Management Llc Rocklin CA 03/2020 Present
Previous Registrations
Other Businesses

SROP II, LLC, NON INVESTMENT RELATED, 2209 PLAZA DRIVE, ROCKLIN, CA 95765, MEMBER, BUILDING OWNERSHIP AND MANAGEMENT, 2020, DEDICATE 3-4 HOURS PER MONTH. NONE DURING TRADING HOURS.

Designations

View on SEC IAPD

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Other Offices

GAYLORD WEALTH MANAGEMENT, LLC · ROCKLIN, CA
PEDICORD WEALTH MANAGEMENT, LLC · ROCKLIN, CA
OSAIC WEALTH, INC. · ROCKLIN, CA
EDWARD JONES · ROCKLIN, CA
EDWARD JONES · ROCKLIN, CA
CETERA INVESTMENT ADVISERS LLC · ROCKLIN, CA
EDWARD JONES · ROCKLIN, CA
STATE FARM INVESTMENT MANAGEMENT CORP. · Rocklin, CA

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