Tiffany L. Gilbert

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CRD#: 7429646

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Tiffany Lowe Gilbert, who also goes by Tiffany Lowe Dimas, Tiffany Gilbert, Tiffany Anne Lowe, was a registered financial professional .

Tiffany is a previously registered financial professional and started their career in finance in 2021. Tiffany had worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Aliases

Tiffany Lowe Dimas | Tiffany Gilbert | Tiffany Anne Lowe

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)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

September 24, 2024 - August 15, 2025

BCA PRIVATE WEALTH, INC.

RIA

CRD#: 140913

GREENVILLE, SC

Past

January 2, 2024 - June 5, 2024

BELPOINTE ASSET MANAGEMENT LLC

RIA

CRD#: 143440

Greenville, SC

Past

September 22, 2021 - December 22, 2023

TAVERIK CAPITAL, LLC

RIA

CRD#: 156594

GREENVILLE, SC

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".

BCA PRIVATE WEALTH, INC.

BALLENTINE CAPITAL ADVISORS, INC. | BCA PRIVATE WEALTH, INC. | BALLENTINE FINANCIAL, INC. | BALLENTINE FINANCIAL SERVICES INC.

CRD#: 140913 / SEC#: 801-120268

RIA

Registered Investment Advisory firm - (2/5/2021 Approved)

North Carolina

Registered Investment Advisory firm - (2/10/2021 Terminated)

South Carolina

Registered Investment Advisory firm - (2/9/2021 Terminated)

Texas

Registered Investment Advisory firm - (2/9/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

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: 8/6/2021

Uniform Investment Adviser Law Examination

Current Firm

BCA PRIVATE WEALTH, INC.

BALLENTINE CAPITAL ADVISORS, INC. | BCA PRIVATE WEALTH, INC. | BALLENTINE FINANCIAL, INC. | BALLENTINE FINANCIAL SERVICES INC.

CRD#: 140913 / SEC#: 801-120268

RIA

Registered Investment Advisory firm - (2/5/2021 Approved)

North Carolina

Registered Investment Advisory firm - (2/10/2021 Terminated)

South Carolina

Registered Investment Advisory firm - (2/9/2021 Terminated)

Texas

Registered Investment Advisory firm - (2/9/2021 Terminated)

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Contact information

Main Address

15 Halton Green Way, Greenville, SC 29607

Mailing Address

Phone number

(864) 322-6046

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BALLENTINE ADV PART 2A BROCHURE (5/20/2025)

Regulatory assets under management

Total Number of Accounts	1,267
AUM (Assets Under Management)	$ 262,273,904

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

Tiffany L. Gilbert

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

BCA PRIVATE WEALTH, INC.

BELPOINTE ASSET MANAGEMENT LLC

TAVERIK CAPITAL, LLC

Primary Firm SEC Registration

BCA PRIVATE WEALTH, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 8/6/2021

Current Firm

BCA PRIVATE WEALTH, INC.

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BCA PRIVATE WEALTH, INC.

TRUST BUT VERIFY

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