David Allen Shilling

Current Employers

Altitude Capital Management Llc

2015 Grand Avenue Suite 100, Des Moines, IA 50312 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-01-03

CA RA
APPROVED

Since 2025-01-03

Branch Locations

Westminister, CA • United States

2015 Grand Avenue Suite 100, Des Moines, IA 50312 • 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
Shilling Investments	Seal Beach	CA	10/2019	Present
Loan Depot	Foothill Ranch	CA	05/2015	05/2019
Secure One Capital	Costa Mesa	CA	06/2019	09/2019
Altitude Capital Management Llc	De Moines	IA	01/2025	Present

10/2019 → Present

Shilling Investments

Seal Beach, CA
05/2015 → 05/2019

Loan Depot

Foothill Ranch, CA
06/2019 → 09/2019

Secure One Capital

Costa Mesa, CA
01/2025 → Present

Altitude Capital Management Llc

De Moines, IA

Previous Registrations

2022-03-29 → 2023-07-12

Transamerica Financial Advisors, Llc

Moorpark, CA

Other Businesses

(1) WHITNEY & ASSOCIATES, INVESTMENT RELATED; DE MOINES, IA; SALE OF INSURANCE PRODUCTS; INSURANCE REPRESENTATIVE; STARTED 2025; SPENDS NOT MORE THAN 30% OF TIME DURING TRADING HOURS. (2) WEST CAPITAL LENDING; IRVINE, CA; NOT INVESTMENT RELATED; MORTGAGING LENDING; MORTGAGE BROKER; STARTED 2025; SPENDS NOT MORE THAN 30% OF TIME DURING TRADING HOURS; ASSISTS CLIENTS WITH FINANCING OF HOMES.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2022-03-28
S63	Uniform Securities Agent State Law Examination	2020-06-22

S65 Uniform Investment Adviser Law Examination

2022-03-28
S63 Uniform Securities Agent State Law Examination

2020-06-22

View on SEC IAPD