Best Investors Account Sign in

David Timothy Hillesland

Charles Schwab & Co., Inc.

Roseville, CA

Claim This Profile
Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2019-01-02
CA RA APPROVED 2009-12-03
  • TX RA
    APPROVED_RES
    Since 2019-01-02
  • CA RA
    APPROVED
    Since 2009-12-03

Branch Locations

1186 Roseville Parkway Suite 180, Roseville, CA 95678 • 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
Charles Schwab & Co., Inc. Roseville CA 11/2009 Present
Charles Schwab Bank Roseville CA 11/2009 Present
Previous Registrations
  • 2008-08-13 → 2009-08-13
    Cetera Wealth Services, Llc
    Folsom, CA
  • 2006-03-09 → 2008-08-13
    Pension Planners Securities, Inc.
    Sacramento, CA
    Sacramento, CA
    Carmichael, CA
    Citrus Heights, CA
  • 1997-07-08 → 2002-05-03
    Charles Schwab & Co., Inc.
    Roseville, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-04-20
S63 Uniform Securities Agent State Law Examination 1994-08-02
  • S65 Uniform Investment Adviser Law Examination
    2006-04-20
  • S63 Uniform Securities Agent State Law Examination
    1994-08-02
Designations

View on SEC IAPD

Other Firms

DCA FAMILY OFFICE, LLC
DCA MANAGEMENT COMPANY, INC.
MUTUAL ADVISORS, LLC
COMMONWEALTH FINANCIAL NETWORK
EDWARD JONES
SAFEGUARD INVESTMENT ADVISORY GROUP, LLC
MERCER GLOBAL ADVISORS INC.
NORTHROCK PARTNERS, LLC

Other Investors

KHOLT T. MULDERRIG
Christopher Bruce Stephenson
Kristofer Louis Jones
DANIEL HAVEN FULLER
Zachary Ward Scholfield
JULIA RAMONA SHILES
EDWARD JOSEPH BUNTING
BRADLEY SCOTT SULLIVAN

Other Offices

DCA FAMILY OFFICE, LLC · ROSEVILLE, CA
DCA MANAGEMENT COMPANY, INC. · ROSEVILLE, CA
MUTUAL ADVISORS, LLC · Roseville, CA
DCA FAMILY OFFICE, LLC · Roseville, CA
COMMONWEALTH FINANCIAL NETWORK · Roseville, CA
EDWARD JONES · ROSEVILLE, CA
SAFEGUARD INVESTMENT ADVISORY GROUP, LLC · Roseville, CA
MERCER GLOBAL ADVISORS INC. · ROSEVILLE, CA

More in Roseville, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor