Best Investors
Account
Sign in
5405 Morehouse Dr. Suite 345, San Diego, CA 92121 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-10-21 |
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 |
|---|---|---|---|---|
| Tidemark Financial Partners, Llc | San Diego | CA | 11/2024 | Present |
| Brigantine, Inc. | San Diego | CA | 04/2021 | Present |
| Anthonys Fish Grotto | La Mesa | CA | 11/2015 | 06/2021 |
| Tidemark Financial Partners, Llc | San Diego | CA | 05/2023 | 11/2024 |
| Lpl Financial Llc | San Diego | CA | 07/2025 | Present |
1. 07/08/2025 - Brigantine INC. - Outside/W-2 Employment - Not Investment Related - 40 Hrs/Mth - 0 Hrs During Trading - SAN DIEGO, CA 92121 - OBA Start Date:04/01/2021 2. 07/08/2025 - Tidemark Financial Partners/Tidemark FP - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - OBA Start Date: 05/02/2025 - 160 Hrs/Mth - 7 Hrs During Trading 3. 09/03/2025 - Tidemark, LLC - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - OBA Start Date: 05/02/2023 - 160 Hrs/Mth - 7 Hrs During Trading.. I provide investment advisory services through Tidemark, LLC, an independent investment advisor firm. I started this business activity in 05/2023. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-08-29 |
| S65 | Uniform Investment Adviser Law Examination | 2024-10-21 |
Reach out to this advisor