DT
David M. Tidwell
INTERWEST INVESTMENT ADVISORS,
Boise, ID 83709
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CRD#: 2954047
DT
Professional summary
David M Tidwell is a registered financial advisor currently at INTERWEST INVESTMENT ADVISORS, INC located in Boise, Idaho.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. David has worked at 4 firms and has passed the Series 65, Series 63 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1)TYPE OF BUSINESS: INSURANCE & ANNUITY SALES, NAME: LEGACY FINANCIAL ADVISORS, INC. ROLE: SALES AND SERVICE OF LIFE INS, LONG TERM CARE INSURANCE, DISABILITY AND ANNUITY CONTRACTS. NON-INVESTMENT RELATED DEVOTE 40HRS PER WEEK. (2) NAME: D&R FLLC, ASSET PROTECTION COMPANY. ROLE: MANAGING MEMBER. HOLDS THE STOCK FOR OTHER COMPANYS. NO ACTIVE ROLE EXCEPT COLLECT DIVIDENDS. NON-INVESTMENT RELATED. (3)NAME: TREASURE ENTERPRISES INC., MANAGEMENT COMPANY. ROLE AND DUTIES: PRESIDENT AND MANAGER. DEVOTES ROUGHLY 2HRS PER WEEK. NON-INVESTMENT RELATED. (4) JRT, LLC; NON-INVESTMENT RELATED; NAMPA, IDAHO; FARMING - AGRICULTURE; MANAGING MEMBER; SEPTEMBER 2013; LESS THAN 5% OF MR. TIDWELL'S TIME IS DEVOTED TO THIS ACTIVITY EACH MONTH. (5) LEGACY SERVICES, LLC. INVESTMENT RELATED; MARCH 2025; BOISE, ID; APPROXIMATELY 20% OF TIME
CRS (Client Relationship Summary) - RIA
Click below to view David M Tidwell's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
May 30, 2007 - Present
INTERWEST INVESTMENT ADVISORS, INC
Office #1: 1450 S. Eagle Flight Way Suite 110, Boise, ID 83709RIA
CRD#: 142840
Boise, ID
Past
September 7, 2006 - October 30, 2006
AMERICAN INDEPENDENT SECURITIES GROUP, LLC
RIA
CRD#: 135288
NAMPA, ID
Past
May 11, 2006 - October 30, 2006
AMERICAN INDEPENDENT SECURITIES GROUP, LLC
BD
CRD#: 135288
NAMPA, ID
Past
September 3, 2004 - May 24, 2006
USALLIANZ SECURITIES, INC.
BD
CRD#: 40875
MINNEAPOLIS, MN
Past
November 10, 1997 - July 13, 2004
AMERITAS INVESTMENT COMPANY, LLC
BD
CRD#: 14869
LINCOLN, NE
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Idaho(5/30/2007)
IAR
Minnesota(9/18/2023)
IAR
Montana(6/8/2022)
IAR
Nevada(5/5/2022)
IAR
Oregon(2/25/2015)
IAR
Texas(5/19/2022)
IAR
Washington(1/15/2015)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
II
INTERWEST INVESTMENT ADVISORS, INC
INTERWEST INVESTMENT ADVISORS, INC
CRD#: 142840 / SEC#:
Idaho
Registered Investment Advisory firm - (5/29/2007 Approved)Minnesota
Registered Investment Advisory firm - (9/18/2023 Approved)Montana
Registered Investment Advisory firm - (3/9/2022 Approved)Nevada
Registered Investment Advisory firm - (5/5/2022 Approved)Oregon
Registered Investment Advisory firm - (2/24/2015 Approved)Texas
Registered Investment Advisory firm - (5/19/2022 Conditional Restricted)Washington
Registered Investment Advisory firm - (1/14/2015 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1450 S. Eagle Flight Way Suite 110, Boise, ID 83709
Mailing Address
Phone number
(208) 465-0034
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 515 |
| AUM (Assets Under Management) | $ 38,998,019 |
Red Flags
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