D•••• R••••• W•••••

T•••••••• W••••• M••••••••• L••independent RIANewport Beach, CaIA-onlyIAPD 5257350

Certified Financial Planner

Feed of 09/14/2026

At current firm

2 y

since Aug 23, 2024

In the industry

23 y

since Jul 18, 2003 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Founder, CEO & Chief Investment Officerreportedtidecrestwm.comfirm site, Sep 16, 2026
Business email: ••• Lockedreportedtidecrestwm.comfirm site, Sep 16, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

T•••••••• W••••• M••••••••• L•• independent RIA current
since Aug 23, 2024 · Newport Beach, Ca
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
Dec 9, 2016 to Aug 26, 2024 · Newport Beach, Ca
M••••• S•••••• wirehouse
Jun 1, 2009 to Dec 12, 2016 · Newport Beach, Ca
C•••••••• G••••• M•••••• I••• BD affiliated
Mar 21, 2007 to Jun 1, 2009 · Newport Beach, Ca

Moves

a registration end followed by a registration begin elsewhere

M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to T•••••••• W••••• M••••••••• L••
left Aug 26, 2024, registered Aug 23, 2024 (-3 days) · Wirehouse to a newly registered adviser (no RAUM reported yet) · moved with a team
M••••• S•••••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
left Dec 12, 2016, registered Dec 9, 2016 (-3 days) · Wirehouse to wirehouse · moved with a team
C•••••••• G••••• M•••••• I••• to M••••• S••••••
left Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move

Signals

••• Locked
Aug 26, 2024 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 23derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address