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MD

Mark A. Dickson

TYNDALE INVESTMENTS
WASHINGTON, DC 20006
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CRD#: 4845774
MD

Professional summary


Mark Allan Dickson, CFA is a registered financial advisor currently at TYNDALE INVESTMENTS, LLC located in Washington, District Of Columbia.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Mark has worked at 2 firms .

top-8-questions

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.
MARK A. DICKSON, CPA 1120 Connecticut Avenue NW Fifth floor Washington, DC 20036 I OPERATE A CPA PRACTICE AS A SOLE PRACTITIONER. I PROVIDE TAX AND FINANCIAL CONSULTING SERVICES BUT NOT INVESTMENT ADVICE IN THE CPA PRACTICE. I AM SOLE OWNER OF THE PRACTICE WHICH STARTED ON JANUARY 1, 2004. I SPEND ABOUT 80 HOURS PER MONTH IN THE CPA PRACTICE. ALMOST ALL OF THOSE OCCUR DURING SECURITIES TRADING HOURS.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Mark Allan Dickson'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®
CFA

Experience


Current

May 23, 2012 - Present

TYNDALE INVESTMENTS, LLC

Office #1: 1750 K Street, Nw Suite 1200, Washington, DC 20006
RIA
CRD#: 163581
WASHINGTON, DC
Past

February 7, 2008 - April 4, 2012

CAPITAL MANAGEMENT GROUP LLC

RIA
CRD#: 109431
WASHINGTON, DC

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
Virginia
(4/20/2021)

Exams


Current Firm


TI
TYNDALE INVESTMENTS, LLC
TYNDALE INVESTMENTS | VAUD ADVISORS, LLC | TYNDALE INVESTMENTS, LLC

CRD#: 163581 / SEC#:

District of Columbia
Registered Investment Advisory firm - (5/23/2012 Approved)
Virginia
Registered Investment Advisory firm - (9/21/2020 Approved)
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Contact information


Main Address
1750 K Street, Nw Suite 1200, Washington, DC 20006-2303
Mailing Address
Phone number
(202) 255-9018
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts95
AUM (Assets Under Management)$ 43,000,000

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.

Company Information


TYNDALE INVESTMENTS, LLC

CRD#: 163581Washington, DC 20006

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