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BALLAST POINT FINANCIAL PLANNING, LLC, CRD 283295
BURLINGAME, 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.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| SHAWN TYDLASKA | Certified Financial Planner | BURLINGAME, CA | 5 | 10 | n/a | no |
| Vidalia Beatrice Cornwall | Certified Financial Planner|Chartered Financial Consultant | DAYTON, OH | BURLINGAME, CA | 2 | 13 | n/a | no |
| JOANN HUBER | Certified Financial Planner|Personal Financial Specialist | BURLINGAME, CA | Lenexa, KS | 2 | 15 | 2 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Jan 30, 2026 | $162M | $45.1M | 6 | 4 | 3 | n/a | n/a |
| 2024 | Mar 18, 2025 | $130M | $35.7M | 4 | 4 | 3 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 1 | -1 | 33.3% | 0 | 0 | 0 | 2 | 2 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $162M | $130M | 24.6% | n/a | n/a | 6 | 4 | 2 | 3 |