# BRETT JAMES UPPER

BRETT JAMES UPPER is an investment adviser representative (IAR) with state registration records since 2014, appearing at 4 firms. Currently registered with TIDE COVE CAPITAL PARTNERS LLC.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [TIDE COVE CAPITAL PARTNERS LLC](https://search.stillhousedata.com/firm/327373) | 2023-08-22 | present | Yes |
| [BALBOA WEALTH PARTNERS, INC.](https://search.stillhousedata.com/firm/282329) | 2017-12-05 | 2020-03-09 | — |
| [ALPHACORE CAPITAL LLC](https://search.stillhousedata.com/firm/174346) | 2016-06-21 | 2017-05-15 | — |
| [DANIEL WEALTH ADVISORS](https://search.stillhousedata.com/firm/150382) | 2015-01-28 | 2017-12-04 | — |
| [DANIEL WEALTH ADVISORS](https://search.stillhousedata.com/firm/150382) | 2014-02-17 | 2014-12-31 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5749519)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5749519.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.