JB
Jonathan H. Boyd
TIDAL CREEK CAPITAL ADVISORS
Bluffton, SC 29910
Some features on this profile are disabled
CRD#: 5969685
JB
Professional summary
Jonathan Hunter Boyd is a registered financial advisor currently at TIDAL CREEK CAPITAL ADVISORS located in Bluffton, South Carolina.
Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Jonathan has worked at 3 firms and has passed the Series 66, SIE and Series 7 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) Ownership of building, 18 Palmetto Way, Bluffton, SC 29910; Landlord - Bottom floor of Tidal Creek Capital Advisors office is leased; March 2016; Approx $14,000 per year in income from rent; 15 minutes per month. 3) Stretch Zone; Non Investment-Related; Germantown, TN, AR and MO; Assisted Stretch (fitness industry); Franchise Owner; 1/1/2020; 4 hr/mo; 1 hr/mo during securities trading hours; Absentee owner. A local general manager has been hired and will operate the franchise.
CRS (Client Relationship Summary) - RIA
Click below to view Jonathan Hunter Boyd'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
August 3, 2017 - Present
TIDAL CREEK CAPITAL ADVISORS
Office #1: 18 Palmetto Way Suite B, Bluffton, SC 29910RIA
CRD#: 287840
Bluffton, SC
Past
September 27, 2011 - August 4, 2017
INTERVEST INTERNATIONAL, INC.
RIA
CRD#: 111516
BLUFFTON, SC
Past
September 9, 2011 - August 4, 2017
INTERVEST INTERNATIONAL EQUITIES CORPORATION
BD
CRD#: 20289
BLUFFTON, SC
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(8/3/2017)
IAR
Florida(2/14/2018)
IAR
Georgia(6/3/2024)
IAR
New Hampshire(4/6/2023)
IAR
North Carolina(4/20/2022)
IAR
South Carolina(8/3/2017)
IAR
Tennessee(9/26/2022)
IAR
Texas(8/3/2017)
IAR
Virginia(8/3/2017)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
TC
TIDAL CREEK CAPITAL ADVISORS
BLACKWELL BOYD WEALTH MANAGEMENT | TIDAL CREEK CAPITAL ADVISORS | LIVE OAK MANAGEMENT GROUP, LLC
CRD#: 287840 / SEC#:
California
Registered Investment Advisory firm - (5/24/2017 Approved)Florida
Registered Investment Advisory firm - (2/14/2018 Approved)Georgia
Registered Investment Advisory firm - (7/27/2022 Approved)Louisiana
Registered Investment Advisory firm - (12/31/2023 Terminated)New Hampshire
Registered Investment Advisory firm - (11/4/2022 Approved)North Carolina
Registered Investment Advisory firm - (4/20/2022 Approved)South Carolina
Registered Investment Advisory firm - (5/23/2017 Approved)Tennessee
Registered Investment Advisory firm - (9/23/2022 Approved)Texas
Registered Investment Advisory firm - (5/31/2017 Approved)Virginia
Registered Investment Advisory firm - (7/26/2017 Approved)West Virginia
Registered Investment Advisory firm - (3/20/2020 Terminated)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
18 Palmetto Way Suite B, Bluffton, SC 29910
Mailing Address
Phone number
(843) 540-1149
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 170 |
| AUM (Assets Under Management) | $ 104,805,000 |
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.
