Kristin Winslow has been Chief Compliance Officer of Live Oak Management Group since February 2022, is a control person of the firm and directly owns under 5% of it.
Live Oak Management Group, LLC is a Bluffton, SC firm with $126M under management, 181 clients and 4 advisers in one office, as of its September 2026 filing.
Kristin Winslow is Director of Client Service and Chief Compliance Officer of Tidal Creek Capital Advisors, based in Bluffton, South Carolina. She oversees the firm's client service and operational functions and plays an integral role in its compliance program. Before joining the firm, she worked in client service for an established wealth management firm in Columbus, Ohio, and spent many years at NetJets.
- Tidal Creek Capital AdvisorsCurrent– present · 1 yearBluffton, SC · Adviser representative · Firm CRD 287840
Investment adviser representative registrations
Kristin Winslow is registered as an investment adviser representative in South Carolina, since April 2025.
- South CarolinaSince 28 April 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 26 April 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Kristin Marie Winslow
- CRD
- 6859805
- Firm
- Live Oak Management Group · CRD 287840
- Role
- Chief Compliance Officer
- Office
- 18 PALMETTO WAY, SUITE B, Bluffton, SC 29910
- Registration
- Investment adviser registration
- In the industry since
- April 2025
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- tidalcreekinvestments.com
Where does Kristin Winslow work?
Kristin Winslow has been Chief Compliance Officer of Live Oak Management Group, LLC since February 2022, and is a control person of the firm.
Is Kristin Winslow a financial advisor?
Yes. Kristin Winslow has a current investment-adviser registration in South Carolina, through Live Oak Management Group since April 2025.
How many years of experience does Kristin Winslow have?
Kristin Winslow has 1 year in the financial industry, since April 2025, across 1 adviser firm.
What exams has Kristin Winslow passed?
Kristin Winslow passed the Series 65 in April 2025.
Where is Kristin Winslow based?
Kristin Winslow’s registered office is in Bluffton, SC.
Is Kristin Winslow registered with FINRA?
No. Kristin Winslow has no current broker registration.
How can I verify Kristin Winslow’s record?
Search CRD 6859805 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kristin Winslow’s full registration record.
