Henry Burl Pilger

Current Employers

Employment History

• 07/1986 → 12/2018
  Burr, Pilger & Mayer
  San Francisco, CA
• 04/2004 → Present
  Valmark Securities, Inc.
  Akron, OH
• 01/2009 → 12/2016
  Vista Wealth Management, Llc
  San Francisco, CA
• 12/2015 → 10/2018
  River Distributing Co, Llc
  Santa Rosa, CA

Previous Registrations

• 2009-04-15 → 2017-01-03
  Vista Wealth Management, Llc
  Palo Alto, CA
• 2004-01-30 → 2009-03-06
  Bpm Wealth Management, Llc
  San Francisco, CA

Other Businesses

1. Partner in SLEEPY HOLLOW INVESTMENTS, LLC, 19 ORCHID DRIVE, LARKSPUR, CA 94939; 21 UNIT APARTMENT BUILDING; RESIDENTIAL RENTALS, I OWN 50% OF THE BUILDING, OWNER, MONITOR RENTALS, MAINTAIN BUILDING, ETC; NOT INVESTMENT RELATED; STARTED 11/28/2010; FINANCIAL INTEREST-50% OWNER; 6-10 HOURS PER MONTH; COMPENSATION-50% OF PROFITS./// 2. Partner in 1750 Copperhill, LLC, Partnership owns a commercial building in California and I own 1/3 of the partnership. Business is exclusively rental of commercial space./// 3. Trustee of Papanek Irrevocable Life Insurance Trust, Trustee of life insurance trust, Ask for a gift to trust once a year, send out notices and pay insurance premium, started 2010, 1-5 hours per month, not investment related, annual fee is $2100/// 4. May Estate, Trust Administration, Trustee/executor, Distribute assets to beneficiaries, not investment related, started 2001, 1-5 hours per month, no longer receives compensation/// 5. Elizabeth Wolf Irrevocable Trust, Trustee, Trustee of Irrevocable Life Insurance Trust: Request annual gift to trust, Pay insurance premium and send out Crummy letters, not investment related, started 2010, 1-5 hours per month, Annual Trustee fee is $2,100////

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-03-20
• S63 Uniform Securities Agent State Law Examination
  1998-05-21

Designations