1. TradePMR: A Leading Gainesville, FL Financial Institution
Tiburon Research
June 7, 2019

2. TradePMR Comments 1 Founded in 1997 Founded by Robb Baldwin
Based in Gainesville, FL
CEO: Robb Baldwin
Web Site:
Source: 6/7/19 TradePMR Web Site; 6/03 Investment Advisor; Tiburon Research & Analysis 1

3. TradePMR was Founded in 1997 and Has Subsequently Evolved through its Early, Middle, & Recent Phases
History
TradePMR
Founded
TradePMR
Today
Early
Phase
Middle
Phase
Recent
Phase
Approximate
Dates:
1997
2019
Key Steps:
1997: TradePMR founded
XXXX: --
XXXX: --
XXXX: --
Source: 6/7/19 TradePMR Web Site; Tiburon Research & Analysis 2

4. TradePMR was Founded by Robb Baldwin in 1997
Comments
Founded in 1997
Founded by Robb Baldwin
Based in Gainesville, FL
Source: 6/7/19 TradePMR Web Site; 6/03 Investment Advisor; Tiburon Research & Analysis 3

5. TradePMR is Not a Frequent Advertiser
Advertising
Comments --
Source: Tiburon Research & Analysis 4

6. Begin The Conversation
TradePMR Has a Web Site with Eight Core Sections, Including Services, Technology, Resources, Blog, About, Media, Careers, & Begin The Conversation
TradePMR
Web Site
TradePMR
Web Site
Services
Technology
Resources
Blog
About
Media
Careers
Begin The Conversation
Source: 6/7/19 TradePMR Web Site; 6/03 Investment Advisor; Tiburon Research & Analysis 5

7. TradePMR is Not a Frequent Acquirer
Acquisitions
Comments --
Source: Tiburon Research & Analysis 6

8. TradePMR Has a Charitable Giving Program
Comments --
Source: Tiburon Research & Analysis 7

9. TradePMR Has Offices TradePMR Offices 8 8 8 Needs data
Source: Tiburon Research & Analysis 8 8 8

10. TradePMR Has Employees
Needs data
TradePMR
Employees
Source: Tiburon Research & Analysis 9 9 9

11. TradePMR Serves Clients
Needs data
TradePMR
Clients
Source: Tiburon Research & Analysis 10 10 10

12. TradePMR Has Gathered Accounts
Needs data
TradePMR
Accounts
Source: Tiburon Research & Analysis 11 11 11

13. TradePMR Generates Revenues
Needs data
TradePMR
Revenues
($ Millions)
Source: Tiburon Research & Analysis 12 12 12

14. TradePMR Earns $___ Million
Needs data
TradePMR
Net Profits
($ Millions)
Source: Tiburon Research & Analysis 13 13 13

15. TradePMR Has a Number of Businesses, Including…-- -- -- -- --
Source: Tiburon Research & Analysis 14

16. TradePMR’s First Business is _____
Comments --
Source: Tiburon Research & Analysis 15

17. TradePMR’s Second Business is _____
Comments --
Source: Tiburon Research & Analysis 16

18. TradePMR’s Third Business is _____
Comments --
Source: Tiburon Research & Analysis 17

19. TradePMR’s Fourth Business is _____
Comments --
Source: Tiburon Research & Analysis 18

20. TradePMR’s Fifth Business is _____
Comments --
Source: Tiburon Research & Analysis 19

21. TradePMR is Led by its CEO Robb Baldwin
Organizational Chart
Robb Baldwin
CEO -- -- -- -- --
Note: Robb Baldwin founded the firm in 1997
Source: 6/7/19 TradePMR Web Site; 6/03 Investment Advisor; Tiburon Research & Analysis 20

22. TradePMR Has a Board of Directors Led by its Chairman…-- -- -- -- -- -- -- -- -- --
Source: Tiburon Research & Analysis

23. TradePMR is Privately Owned
Comments --
Source: Tiburon Research & Analysis 22

24. TradePMR Assets ($ Millions)
TradePMR Has Assets
Needs data
TradePMR
Assets
($ Millions)
Source: Tiburon Research & Analysis 23 23 23

25. TradePMR Has Liabilities
Needs data
TradePMR
Liabilities
($ Millions)
Source: Tiburon Research & Analysis 24 24 24

26. TradePMR Has Shareholders’ Equity
Needs data
TradePMR
Shareholders Equity
($ Millions)
Source: Tiburon Research & Analysis 25 25 25

27. TradePMR Earns … Per Share
Needs data
TradePMR
Earnings Per Share
Source: Tiburon Research & Analysis 26 26 26

28. TradePMR Declares … Dividends Per Share
Needs data
TradePMR
Dividends Per Share
Source: Tiburon Research & Analysis 27 27 27

29. TradePMR Has a … Dividend Yield
Needs data
TradePMR
Dividend Yield
Source: Tiburon Research & Analysis 28 28 28

30. TradePMR’s Stock Price is …
Needs data
TradePMR
Stock Price
Source: Tiburon Research & Analysis 29 29 29

31. TradePMR Has … Shares Outstanding
Needs data
TradePMR
Shares Outstanding
Source: Tiburon Research & Analysis 30 30 30

32. TradePMR’s Market Capitalization is …
Needs data
TradePMR
Market Capitalization
($ Millions)
Source: Tiburon Research & Analysis 31 31 31

33. TradePMR Ownership By Owner
TradePMR is Owned by ….
Needs data
TradePMR
Ownership
By Owner
Source: Tiburon Research & Analysis 32 32 32

34. TradePMR’s Stock Volume is….
Needs data
TradePMR
Stock Volume
Source: Tiburon Research & Analysis 33 33 33

35. Tiburon Strategic Advisors
Comments
Focus on corporate-level strategy
Serve senior executives only at financial services companies
Key services: market seminars, market research, & strategy consulting
Served over 450 corporate clients and completed over 2,200 projects since 1998
Host semi-annual CEO Summits, offer free weekly research releases, and offer free business benchmarking tools for all types of advisors
Chip Roame background
McKinsey & Company
Charles Schwab & Company
Tiburon since 1998
Source: Tiburon Research & Analysis