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Templeton, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-04-27 |
| CA | RA | APPROVED | 2026-02-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Partnervest Advisory Services, Llc | Santa Barbara | CA | 05/2013 | 11/2017 |
| Procore Advisors, Llc | Newport Beach | CA | 06/2017 | 02/2026 |
| Hicok Financial Solutions, Llc | Templeton | CA | 02/2026 | Present |
David Kenneth Hicok is a licensed insurance agent, (CA Insurance License #: 0C80026). From time to time, David will offer clients advice or products from this activity. Clients should be aware that these services pay a commission and involve a possible conflict of interest, as commissionable products can conflict with the fiduciary duties of a registered investment adviser firm. Hicok Financial Solutions, a registered investment adviser firm, always acts in the best interest of the client; including in the sale of commissionable products to advisory clients. Clients are in no way required to implement the plan through any representative of Hicok Financial Solutions, LLC, acting his his capacity as a licensed insurance agent. David Hicok provides insurance services via a DBA Hicok Financial Solutions. David Hicok participates in marketing activities via Hicok Fiancial Solutions, DBA.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-12-06 |
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