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PW

Paul M. Weinacht

TIDAL PARTNERS
Palo Alto, CA 94301
Some features on this profile are disabled
CRD#: 4391251
PW

Professional summary


Paul Michael Weinacht, who also goes by Paul Michael Weinasht, is a registered financial professional currently at TIDAL PARTNERS located in Palo Alto, California.

Paul is registered as a RR (Registered Representative) and started their career in finance in 2004. Paul has worked at 6 firms and has passed the Series 63, Series 7TO, SIE, Series 79 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Paul Michael Weinasht

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Paul Michael Weinacht'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®
None

Experience


Current

April 18, 2024 - Present

TIDAL PARTNERS

Office #1: 260 Homer Avenue Suite 101, Palo Alto, CA 94301
BD
CRD#: 323885
Palo Alto, CA
Past

June 29, 2017 - May 28, 2024

CENTERVIEW PARTNERS LLC

BD
CRD#: 133796
Menlo Park, CA
Past

July 23, 2012 - August 16, 2013

VAQUERO CAPITAL LLC

BD
CRD#: 137753
SAN FRANCISCO, CA
Past

January 25, 2012 - August 7, 2012

WILLIAM BLAIR

BD
CRD#: 1252
SAN FRANCISCO, CA
Past

November 26, 2007 - February 25, 2008

BANC OF AMERICA SECURITIES LLC

BD
CRD#: 26091
SAN FRANCISCO, CA
Past

October 1, 2004 - May 11, 2005

CREDIT SUISSE SECURITIES (USA) LLC

BD
CRD#: 816
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(4/18/2024)

Exams


State Security Law Exam
RR
Series 63
Date: 9/5/2018
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 9/20/2021
General Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


TP
TIDAL PARTNERS
TIDAL PARTNERS | TIDAL PARTNERS, LLC

CRD#: 323885 / SEC#: , 8-71026

BD
Broker-Dealer Firm Regulated by FINRA (San Francisco district office)
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Contact information


Main Address
260 Homer Avenue Suite 101, Palo Alto, CA 94301
Mailing Address
260 Homer Avenue Suite 101, Palo Alto, CA 94301
Phone number
(650) 748-9021
Established
Delaware since 08/01/2022
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (4 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
TIDAL PARTNERS HOLDINGS LPMANAGER AND SOLE MEMBER
HANDLER, DAVID ALANCO-FOUNDER1824416
HYON, ELIZABETH SUSANCHIEF OPERATING OFFICER AND GENERAL COUNSEL
NEEQUAYE, DAVID K.CO-FOUNDER/CCO4840648
ROCHE, PASCALFINOP/PFO/POO5920968

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.

Company Information


TIDAL PARTNERS

CRD#: 323885Palo Alto, CA 94301

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