Tel David Tipton

Employer firm

Rbc Capital Markets, LLC CRD 31194

$310B regulatory AUM 1,893 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2018 → 04/2025
  Edward Jones
  St Louis, MO
• 02/2012 → 05/2018
  Wells Fargo Bank
  Mountain Home, ID
• 04/2025 → Present
  Rbc Capital Markets, Llc
  Boise, ID

Previous Registrations

• 2018-07-17 → 2025-04-21
  Edward Jones
  Boise, ID
  Boise, ID
  St Louis, MO
  Garden City, ID
  Garden City, ID

Other Businesses

(1) NAME OF ENTITY: Idaho Commission on Hispanic Affairs ADDRESS: 2399 S Orchard St Suite 204 Boise Idaho 83705 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Government Institution START DATE: 05/05/2025 CAPACITY: Executive Director DUTIES: treasurer assists on financials of organization HOURS DEVOTED PER MONTH: 20 - 30 Hours HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 20 - 30 Hours (2) NAME OF ENTITY: Tipton Rental ADDRESS: 5453 N Brookmeadow Way Boise Idaho 83713 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Other START DATE: Aug 28, 2026 CAPACITY: Owner DUTIES: Property Rental HOURS DEVOTED PER MONTH: 2 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0

Exams

• S66 Uniform Combined State Law Examination
  2018-07-16

Designations

• Certified Financial Planner