DT

Dennis L. Tidmore

TIDMORE RETIREMENT PLANNING SPECIALISTS
Beachwood, OH 44122
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CRD#: 868783
DT

Professional summary


Dennis Lee Tidmore, AIF®, who also goes by Dennis L Tidmore, is a registered financial advisor currently at TIDMORE RETIREMENT PLANNING SPECIALISTS located in Beachwood, Ohio.

Dennis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1979. Dennis has worked at 6 firms and has passed the Series 65, Series 63 and Series 1 exams.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Dennis L Tidmore

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.

CRS (Client Relationship Summary) - RIA


Click below to view Dennis Lee Tidmore'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®

Experience


Current

February 6, 2007 - Present

TIDMORE RETIREMENT PLANNING SPECIALISTS

Office #1: 2000 Auburn Drive Suite 200, Beachwood, OH 44122
RIA
CRD#: 121028
Beachwood, OH
Past

November 30, 2001 - October 21, 2003

UNIFIED FINANCIAL SECURITIES, LLC

BD
CRD#: 7868
INDIANAPOLIS, IN
Past

March 20, 2000 - November 29, 2001

FIFTH THIRD/MAXUS SECURITIES INC

BD
CRD#: 6790
CLEVELAND, OH
Past

January 4, 2000 - May 2, 2000

WESTMINSTER FINANCIAL SECURITIES, INC.

BD
CRD#: 20677
BEAVERCREEK, OH
Past

October 20, 1980 - January 14, 2000

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
NEW YORK, NY
Past

July 23, 1979 - January 5, 2000

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

BD
CRD#: 4039
NEW YORK, NY

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
Ohio
(2/6/2007)

Exams


State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 1
Date: 7/14/1979
Registered Representative Examination

Current Firm


TR
TIDMORE RETIREMENT PLANNING SPECIALISTS
DENNIS TIDMORE, RETIREMENT PLAN SPECIALIST | TIDMORE RETIREMENT PLANNING SPECIALISTS | RETIREMENT PLAN SPECIALISTS FOR EMPLOYERS WITH 401(K) PLANS | PREMIER INVESTMENT ADVISORS, INC. | DENNIS TIDMORE, WEALTH & BUSINESS ADVISORS | DENNIS TIDMORE, WEALTH & BUSINESS ADVISOR'S | DENNIS TIDMORE, RETIREMENT PLANNING SPECILAIST

CRD#: 121028 / SEC#:

Ohio
Registered Investment Advisory firm - (1/13/2003 Approved)
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Contact information


Main Address
2000 Auburn Drive Suite 200, Beachwood, OH 44122
Mailing Address
Phone number
(440) 498-1396
Established
Firm type
Fiscal year end
# of Employees
4

Regulatory assets under management


Total Number of Accounts286
AUM (Assets Under Management)$ 95,215,782

Red Flags


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Company Information


TIDMORE RETIREMENT PLANNING SPECIALISTS

CRD#: 121028Beachwood, OH 44122

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