Investment adviser representative · Tide Cycle Resources LLC
Kate D. Dumas
CRD 7353824 · Portsmouth, NH
At a glance
Kate D. Dumas is an investment adviser representative with Tide Cycle Resources LLC in Portsmouth, NH, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Kate’s SEC record dates to 2025, about 1 years ago. Designations on file: Chartered Financial Analyst.
Current advisory firm
- Tide Cycle Resources LLCSince February 2025Portsmouth, NH · $1.9B in regulatory assets
SEC adviser record
- Registered since
- 2025 (1 years)
- Designations
- Chartered Financial Analyst
- Exams
- –
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Kate’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.