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Reading the graph
Advisor at TIDEMARK, LLC
SAN DIEGO, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| TIDEMARK, LLC | Independent wealth | Sep 26, 2023 | n/a | yes | SAN DIEGO, CA | Current employment |
| LPL FINANCIAL LLC | Bd affiliated wealth | Feb 13, 2009 | Apr 2, 2026 | no | SAN DIEGO, CA|SAN DIEGO, CA|SAN DIEGO, CA|SAN DIEGO, CA|ATASCADERO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC | TIDEMARK, LLC | Apr 2, 2026 | Sep 26, 2023 | -919 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 6413:327611:CA:2026-04-02 | Apr 2, 2026 | Sep 26, 2023 | ATASCADERO, CA | Firm change after gap |