Inactive

David Michael Hicks

Petersen And Hicks

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Current Employers

Petersen And Hicks

1901 S. Bascom Ave, #1400, Campbell, CA 95008 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2022-05-27

CA RA
APPROVED

Since 2022-05-27

Branch Locations

1901 S. Bascom Ave, #1400, Campbell, CA 95008 • 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

Organization	City	State	From	To
Petersen And Hicks	Campbell	CA	03/2020	Present
Peak Tax And Finance	Campbell	CA	10/2018	02/2020
Department Of Veterans Affairs, Va Palo Alto Health Care System	Palo Alto	CA	08/2011	02/2020

03/2020 → Present

Petersen And Hicks

Campbell, CA
10/2018 → 02/2020

Peak Tax And Finance

Campbell, CA
08/2011 → 02/2020

Department Of Veterans Affairs, Va Palo Alto Health Care System

Palo Alto, CA

Other Businesses

1) PETERSEN & HICKS: NON-CPA TAX PREPARATION AND PLANNING; 3/1/2020 TO PRESENT

Designations

Other Names

Dave Hicks

View on SEC IAPD

Other Firms

STRATEGIC ADVISERS LLC

MONTAGE CAPITAL

LPL FINANCIAL LLC

BEACON POINTE ADVISORS, LLC

CETERA INVESTMENT ADVISERS LLC

PRIVATE ADVISOR GROUP, LLC

PARK AVENUE SECURITIES LLC

FELLOWS FUND MANAGEMENT LLC

Other Investors

CHIOU-PYING CHENG

ANTONIO JOSE DEL CASTILLO

DAVID WEI-JENG CHEN

RASHMINA LALANI

Other Offices

STRATEGIC ADVISERS LLC · CAMPBELL, CA

MONTAGE CAPITAL · CAMPBELL, CA

LPL FINANCIAL LLC · CAMPBELL, CA

BEACON POINTE ADVISORS, LLC · CAMPBELL, CA

CETERA INVESTMENT ADVISERS LLC · CAMPBELL, CA

PRIVATE ADVISOR GROUP, LLC · Campbell, CA

BEACON POINTE ADVISORS, LLC · Campbell, CA

BEACON POINTE ADVISORS, LLC · Campbell, CA

More in Campbell, CA

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