Kevin L. Bidenkap
Professional summary
Kevin Lee Bidenkap, CFP®, ChFC®, CLU® is a registered financial advisor currently at TORTUGA WEALTH MANAGEMENT located in Torrance, California and LPL FINANCIAL LLC located in Torrance, California.
Kevin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Kevin has worked at 6 firms and has passed the Series 63, SIE, Series 31, Series 7, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Kevin Lee Bidenkap's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2003
Experience
May 21, 2010 - Present
TORTUGA WEALTH MANAGEMENT
Office #1: 1957 Carson Street Suite 100, Torrance, CA 90501May 21, 2010 - Present
LPL FINANCIAL LLC
Office #1: 1957 W Carson St Ste 100, Torrance, CA 90501-3285June 1, 2009 - June 16, 2010
MORGAN STANLEY
June 1, 2009 - June 16, 2010
MORGAN STANLEY
August 19, 2005 - June 1, 2009
CITIGROUP GLOBAL MARKETS INC.
August 19, 2005 - June 1, 2009
CITIGROUP GLOBAL MARKETS INC.
November 2, 1998 - August 31, 2005
MORGAN STANLEY DW INC.
March 27, 1995 - August 31, 2005
MORGAN STANLEY DW INC.
September 14, 1994 - February 22, 1995
PRUCO SECURITIES, LLC.
Primary Firm SEC Registration
TORTUGA WEALTH MANAGEMENT
CRD#: 153737 / SEC#: 801-124715
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(5/21/2010)
(9/22/2014)
(5/21/2010)
(5/21/2010)
(5/21/2010)
(6/10/2019)
(7/26/2013)
(6/30/2010)
(8/12/2014)
(6/29/2010)
(5/21/2010)
(3/13/2020)
(5/12/2017)
(1/22/2017)
(1/6/2011)
(8/17/2017)
(1/14/2026)
(3/10/2015)
(1/6/2016)
(1/6/2011)
(7/7/2010)
(9/20/2018)
(4/1/2016)
(1/22/2017)
(7/4/2022)
(7/16/2010)
(5/21/2010)
(5/21/2010)
(12/27/2018)
(3/10/2017)
(6/30/2010)
(8/10/2010)
(9/13/2022)
Exams
FINRA
Current Firm
TORTUGA WEALTH MANAGEMENT
CRD#: 153737 / SEC#: 801-124715
Contact information
SEC notice filing (6 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 604 |
| AUM (Assets Under Management) | $ 222,882,492 |
Red Flags
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