Michael Thomas Wells

Current Employers

Tidwell Wealth Management Llc

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2020-06-12

CA RA
APPROVED

Since 2020-06-12

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

Organization	City	State	From	To
Tidwell & Associates, Llp	Rocklin	CA	07/2003	Present
Peak Investment Solutions, Llc	Roseville	CA	02/2018	09/2020
Tidwell Wealth Management Llc	Rocklin	CA	03/2020	Present

07/2003 → Present

Tidwell & Associates, Llp

Rocklin, CA
02/2018 → 09/2020

Peak Investment Solutions, Llc

Roseville, CA
03/2020 → Present

Tidwell Wealth Management Llc

Rocklin, CA

Previous Registrations

2018-02-13 → 2020-10-13

Peak Investment Solutions, Llc

Roseville, CA

Other Businesses

SROP 2, LLC, NON INVESTMENT RELATED, 2209 PLAZA DRIVE, ROCKLIN, CA 95765, MEMBER, PURCHASED BUILDING IN 2008, DEDICATE 3-4 HOURS PER MONTH. NONE DURING TRADING HOURS.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2018-02-12

S65 Uniform Investment Adviser Law Examination

2018-02-12

View on SEC IAPD

Current Employers

Tidwell Wealth Management Llc

Disclosures

Employment History

Previous Registrations

Other Businesses

Exams

Other Firms

Other Investors

Other Offices

Reviews