Patrick B. Beaudan

TINDERWEALTH

Tiburon, CA

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CRD#: 4313406

Professional summary

Patrick Bruno Beaudan is a registered financial advisor currently at TINDERWEALTH located in Tiburon, California.

Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Patrick has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 27 and Series 24 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.

Since July 2024, CEO of TinderWealth Technologies Inc, an entity affiliated with TinderWealth LLC. TinderWealth Technologies is a software development company located at 1209 N Orange St., Wilmington, DE 19801 . The CEO position requires about 20 hours of work per week.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick Bruno Beaudan's CRS (Customer Relationship Summary).

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®

None

Experience

Current

January 8, 2023 - Present

TINDERWEALTH

RIA

CRD#: 323931

Tiburon, CA

Past

August 3, 2006 - September 30, 2022

BELVEDERE ADVISORS LLC

RIA

CRD#: 140719

CHICAGO, IL

Past

February 15, 2006 - September 8, 2006

BELVEDERE GLOBAL INVESTORS LLC

RIA

CRD#: 129715

BELVEDERE, CA

Past

May 11, 2004 - August 28, 2017

BELVEDERE GLOBAL INVESTORS LLC

CRD#: 129715

BELVEDERE, CA

Past

February 28, 2001 - November 28, 2001

ECAPNETWORK SECURITIES, INC.

CRD#: 14901

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

TINDERWEALTH

TINDERWEALTH | TINDERWEALTH LLC

CRD#: 323931 / SEC#: 801-126927

RIA

Registered Investment Advisory firm - (12/22/2022 Approved)

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

California
(1/8/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/3/2006

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/6/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 8/28/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/27/2001

General Securities Representative Examination

Principal/Supervisory Exam

Series 27

Date: 9/22/2004

Financial and Operations Principal Examination

Principal/Supervisory Exam

Series 24

Date: 3/7/2001

General Securities Principal Examination

Current Firm

TINDERWEALTH

TINDERWEALTH | TINDERWEALTH LLC

CRD#: 323931 / SEC#: 801-126927

RIA

Registered Investment Advisory firm - (12/22/2022 Approved)

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Contact information

Main Address

Tiburon, CA

Mailing Address

3500 S Dupont Hwy, Dover, DE 19901

Phone number

(415) 690-7390

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TINDERWEALTH BROCHURE (10/1/2025)

Regulatory assets under management

Total Number of Accounts	7
AUM (Assets Under Management)	$ 8,000,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Patrick B. Beaudan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick Bruno Beaudan's CRS (Customer Relationship Summary).

Certified licenses

Experience

BELVEDERE ADVISORS LLC

BELVEDERE GLOBAL INVESTORS LLC

BELVEDERE GLOBAL INVESTORS LLC

ECAPNETWORK SECURITIES, INC.

Primary Firm SEC Registration

TINDERWEALTH

State Registrations and Notice Filings

Exams

Series 65

Date: 1/3/2006

Series 63

Date: 2/6/2001

SIE

Date: 8/28/2017

Series 7

Date: 2/27/2001

Series 27

Date: 9/22/2004

Series 24

Date: 3/7/2001

Current Firm

TINDERWEALTH

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TINDERWEALTH

TRUST BUT VERIFY

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