Richard Andrew Hillsbery

Current Employers

Valmark Advisers, Inc.

130 Springside Drive Suite 300, Akron, OH 44333 • United States

Current Registrations

Authority	Category	Status	Date
IN	RA	APPROVED	2024-10-02
FL	RA	APPROVED	2024-02-09
TX	RA	APPROVED	2021-08-20
NY	RA	APPROVED	2021-04-06
WA	RA	APPROVED	2018-05-18
CA	RA	APPROVED	2012-05-22

IN RA
APPROVED

Since 2024-10-02
FL RA
APPROVED

Since 2024-02-09
TX RA
APPROVED

Since 2021-08-20
NY RA
APPROVED

Since 2021-04-06
WA RA
APPROVED

Since 2018-05-18
CA RA
APPROVED

Since 2012-05-22

Branch Locations

San Jose, CA • 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
Valmark Securities, Inc.	Akron	OH	12/2007	Present
Valmark Advisers, Inc.	Akron	OH	05/2012	Present
Sd Mayer & Associates, Llp	San Francisco	CA	11/2012	Present
Sdm Advisors, Llc	San Francisco	CA	11/2013	12/2019

12/2007 → Present

Valmark Securities, Inc.

Akron, OH
05/2012 → Present

Valmark Advisers, Inc.

Akron, OH
11/2012 → Present

Sd Mayer & Associates, Llp

San Francisco, CA
11/2013 → 12/2019

Sdm Advisors, Llc

San Francisco, CA

Previous Registrations

2014-04-25 → 2020-01-07

Sdm Advisors, Llc

San Francisco, CA

Menlo Park, CA
2012-07-31 → 2012-12-12

Bpm Advisors, Inc.

Palo Alto, CA
2009-04-15 → 2012-02-01

Vista Wealth Management, Llc

Palo Alto, CA
2006-01-31 → 2009-03-06

Bpm Wealth Management, Llc

San Francisco, CA

Other Businesses

1) CO-OWNER OF HILLSBERY FINANCIAL AND TAX; SAN JOSE, CA 95160; BOOKKEEPING AND TAX ACCOUNTING; NOT INVESTMENT RELATED; STARTED 2004; 5 HOURS PER MONTH; 0 DURING TRADING HOURS; WORK DIRECTLY OR INDIRECTLY WITH CLIENTS; ASSIST CO-OWNER WITH TAX AND ACCOUNTING ISSUES; FEES PAID BY CLIENTS./// 2)SD MAYER & ASSOCIATES, LLP; ACCOUNTING FIRM; TAX COMPLIANCE AND PLANNING FOR INDIVIDUALS AND FAMILIES; 1099 INDEPENDENT CONTRACTOR.///

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2008-02-19
S65	Uniform Investment Adviser Law Examination	2006-01-30

S63 Uniform Securities Agent State Law Examination

2008-02-19
S65 Uniform Investment Adviser Law Examination

2006-01-30

Designations

View on SEC IAPD