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Joshua Clair Hildman

Weis Advisory

Clive, IA

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Current Employers
Weis Advisory

16400 Sheridan Avenue, Clive, IA 50325 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2017-10-24
  • IA RA
    APPROVED
    Since 2017-10-24

Branch Locations

16400 Sheridan Avenue, Clive, IA 50325 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Guardian Life Ins Clive IN 12/2015 02/2017
Park Avenue Securities Clive IA 06/2016 02/2017
Metro Waste Authority Mitchellville IA 08/2015 02/2017
Hy-Vee Altoona IA 08/2015 02/2017
Lpl Financial, Llc Clive IA 03/2017 Present
Weis Advisory Llc Clive IA 04/2017 Present
  • 12/2015 → 02/2017
    Guardian Life Ins
    Clive, IN
  • 06/2016 → 02/2017
    Park Avenue Securities
    Clive, IA
  • 08/2015 → 02/2017
    Metro Waste Authority
    Mitchellville, IA
  • 08/2015 → 02/2017
    Hy-Vee
    Altoona, IA
  • 03/2017 → Present
    Lpl Financial, Llc
    Clive, IA
  • 04/2017 → Present
    Weis Advisory Llc
    Clive, IA
Other Businesses

1. 04/04/2017 - WEISSENBURGER INVESTMENTS AND FINANCIAL PLANNING/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 20%/ CLIVE, IA (2) 04/25/2017-WEIS ADVISORY: DBA (HYBRID) Weis Advisory LLC-investment related- At reported business location(s)-Registered Investment Advisor Hybrid-IAR-start 04/01/2017- Hours per month 20/ Hours during trading 1-Time spent percent 20%-I provide investment advisory services through WEIS ADVISORY, an independent investment advisor firm. I started this business activity in 4/2017. I expect to spend approximately 20 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-03-06
S63 Uniform Securities Agent State Law Examination 2016-10-03
  • S65 Uniform Investment Adviser Law Examination
    2017-03-06
  • S63 Uniform Securities Agent State Law Examination
    2016-10-03

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