Timothy Elliott Iltz

Current Employers

Employment History

• 04/2011 → 03/2023
  D.A. Davidson & Co.
  Portland, OR
• 03/2023 → 08/2024
  Aquila Distributors Llc
  New York, NY
• 08/2024 → Present
  Herbert J. Sims & Co, Inc.
  Charlotte, NC
• 08/2024 → Present
  Herbert J. Sims Capital Management
  Fairfield, CT

Previous Registrations

• 2015-04-02 → 2023-03-07
  Davidson Investment Advisors, Inc.
  Portland, OR
• 2012-09-07 → 2023-03-07
  Davidson Fixed Income Management, Inc.
  Portland, OR
• 2012-08-27 → 2019-11-08
  D.A. Davidson & Co.
  Portland, OR
  Denver, CO
  Portland, OR

Other Businesses

1. PARKINSONS RESOURCE OF OREGON, not investment related, 8880 SW Nimbus Ave., Suite B, Beaverton, OR 97008, 501(c)3 To support the needs of people impacted by Parkinson's disease, Investment Committee Member, start date 2008, devotes approx. 1-2 hours/month, devotes approx. zero - 1 hour/month during securities trading hours, duties are reviewing and discussing investment allocations and returns. 2. Timothy Iltz is an Investment Adviser representative of HJ Sims Capital Management ("HJSCM"), a SEC registered investment advisor and wholly owned subsidiary of HJ Sims Co., Inc. HJSCM primarily provides customized investment management services to high-net-worth individuals and associated trusts, estates, pension and profit-sharing plans, and other legal entities. Mr. Iltz began his association with HJSCM in August 2024 and devotes approximately 10% of his time to HJSCM.

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-08-25
• S63 Uniform Securities Agent State Law Examination
  2004-10-29

Other Names

• Timothy Fredrick Hermann