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Advisor at TIDWELL WEALTH MANAGEMENT LLC
ROCKLIN, 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 |
|---|---|---|---|---|---|---|
| TIDWELL WEALTH MANAGEMENT LLC | Independent wealth | Jan 1, 2026 | n/a | yes | ROCKLIN, CA | Current employment |
| PEAK INVESTMENT SOLUTIONS, LLC | Former SEC adviser | Dec 14, 2017 | Oct 13, 2020 | no | ROSEVILLE, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PEAK INVESTMENT SOLUTIONS, LLC | TIDWELL WEALTH MANAGEMENT LLC | Oct 13, 2020 | Jan 1, 2026 | 1,906 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 134846:309109:CA:2020-10-13 | Oct 13, 2020 | Jan 1, 2026 | ROSEVILLE, CA | Firm change after gap |