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Joshua Eriksen Hurd

Sightline Wealth

Sacramento, CA

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Current Employers
Sightline Wealth

Sacramento, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-08-29
  • CA RA
    APPROVED
    Since 2025-08-29

Branch Locations

Sacramento, CA • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co., Inc. Sacramento CA 03/2005 03/2019
Charles Schwab Bank Sacramento CA 06/2005 03/2019
Independent Financial Group Sacramento CA 03/2019 08/2025
Sightline Wealth Sacramento CA 01/2025 Present
  • 03/2005 → 03/2019
    Charles Schwab & Co., Inc.
    Sacramento, CA
  • 06/2005 → 03/2019
    Charles Schwab Bank
    Sacramento, CA
  • 03/2019 → 08/2025
    Independent Financial Group
    Sacramento, CA
  • 01/2025 → Present
    Sightline Wealth
    Sacramento, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-05-05
S63 Uniform Securities Agent State Law Examination 1999-10-15
  • S66 Uniform Combined State Law Examination
    2006-05-05
  • S63 Uniform Securities Agent State Law Examination
    1999-10-15
Designations
Other Names
  • Joshua Sullivan Hurd
  • Joshua Sullivan Hurd

View on SEC IAPD

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