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.

Current firm

TIDEMARK, LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

May 25, 2001earliest registration or exam on IAPD

Years in industry

25derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

2

Exams

S63|S65

First exam

May 25, 2001

First registration

Jan 31, 2017

Dual registered

no

IAPD individual key

4397389

• Occurred

  Dec 22, 2023
  Advisor changed firm

  Brad Norman Duerks left Lpl Financial Llc for Tidemark, Llc (registered 2023-10-02)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:6a062316-947a-2a6d-9c26-e780912f236e

First observed

Jan 31, 2017

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.