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David Walter Hill

Edelman Financial Engines

Walnut Creek, CA

Savannah, GA

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Current Employers
Edelman Financial Engines

3945 Freedom Circle, Santa Clara, CA 95054 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2026-04-20
CA RA APPROVED 2025-05-08
NY RA APPROVED 2025-05-08
TX RA APPROVED 2025-05-08
  • GA RA
    APPROVED
    Since 2026-04-20
  • CA RA
    APPROVED
    Since 2025-05-08
  • NY RA
    APPROVED
    Since 2025-05-08
  • TX RA
    APPROVED
    Since 2025-05-08

Branch Locations

2175 North California Boulevard Suite 800, Walnut Creek, CA 94596 • United States

Savannah, GA • 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
Edelman Financial Engines Santa Clara CA 02/2022 05/2025
The Estate Planners Group, Llc Yardley PA 04/2011 03/2019
Edelman Financial Engines Santa Clara CA 05/2025 10/2025
Edelman Financial Engines Santa Clara CA 04/2019 02/2022
Edelman Financial Engines Santa Clara CA 10/2025 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-04-23
  • S65 Uniform Investment Adviser Law Examination
    2025-04-23
Other Names
  • David Wlater Hill

View on SEC IAPD

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Other Offices

USCF ADVISERS · WALNUT CREEK, CA
BURTON ENRIGHT WELCH · WALNUT CREEK, CA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · WALNUT CREEK, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WALNUT CREEK, CA
SAVANT WEALTH MANAGEMENT · Walnut Creek, CA
ONE CAPITAL MANAGEMENT, LLC · Walnut Creek, CA
ROCKEFELLER FINANCIAL LLC · Walnut Creek, CA
OSAIC WEALTH, INC. · WALNUT CREEK, CA

More in Walnut Creek, CA

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