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CV

Carlos J. Vazquez

THE TIDAL GROUP
Schertz, TX 78154-2413
Some features on this profile are disabled
CRD#: 7488212
CV

Professional summary


Carlos Jesus Vazquez is a registered financial professional currently at THE TIDAL GROUP, INC. located in Schertz, Texas.

Carlos is registered as a RR (Registered Representative) and started their career in finance in 2022. Carlos has worked at 2 firms and has passed the Series 63, Series 22TO and SIE exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Carlos Jesus Vazquez'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

February 14, 2023 - Present

THE TIDAL GROUP, INC.

Office #1: 5501 Mid Cities Parkway, Suite 100, Schertz, TX 78154-2413
BD
CRD#: 39782
Schertz, TX
Past

February 7, 2022 - January 17, 2023

THE CHAMPION GROUP, INC.

BD
CRD#: 23418
SHAVANO PARK, TX

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
(2/14/2023)
RR
Florida
(2/14/2023)
RR
Georgia
(2/14/2023)
RR
Illinois
(2/14/2023)
RR
Indiana
(2/14/2023)
RR
Iowa
(2/14/2023)
RR
Louisiana
(1/7/2025)
RR
Massachusetts
(2/14/2023)
RR
Michigan
(8/18/2023)
RR
Missouri
(2/14/2023)
RR
Nevada
(1/7/2025)
RR
New Mexico
(1/7/2025)
RR
New York
(2/14/2023)
RR
Texas
(2/14/2023)

Exams


State Security Law Exam
RR
Series 63
Date: 1/7/2022
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 22TO
Date: 2/7/2022
Direct Participation Programs Representative Examination
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


TT
THE TIDAL GROUP, INC.
THE TIDAL GROUP, INC.

CRD#: 39782 / SEC#: , 8-48809

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


Main Address
5501 Mid Cities Parkway, Suite 100, Schertz, TX 78154-2413
Mailing Address
5501 Mid Cities Parkway, Suite 100, Schertz, TX 78154-2413
Phone number
(210) 659-1446
Established
Texas since 02/23/1995
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (47 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
NOVIKOFF, LEE MICHAELCHIEF COMPLIANCE OFFICER, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER, PRESIDENT, SECRETARY, TREASURER, PRINCIPAL2684973
HOBSON, HARRY MICHAELPRINCIPAL2802434
PEACOCK, LINDA MPRINCIPAL3226616
RUBAR, CORY DANIELPRINCIPAL7943530

Disclosures


Regulatory Event1

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


THE TIDAL GROUP, INC.

CRD#: 39782Schertz, TX 78154-2413

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