Sean Mark Hilliard
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
Contact this advisor
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
12 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- Rivertree WealthOct 2025 to now
- Empower Financial Services, IncJul 2023 to Jul 2025
- Empower Advisory Group, LLCApr 2023 to Jul 2025
- Personal Capital Advisors CorporationNov 2020 to Apr 2023
- UnemployedApr 2020 to Nov 2020
- Thrivent FinancialFeb 2019 to Apr 2020
- Thrivent Investment Management IncFeb 2019 to Apr 2020
- Fidelity Personal and Workplace AdvisorsJul 2018 to Feb 2019
- Fidelity Brokerage Services LLCApr 2017 to Feb 2019
- Fidelity Investments Institutional Operations Company Inc.Apr 2016 to Apr 2017
- Crossroads Fellowship ChurchApr 2014 to Apr 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2017
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 2 states (NC, TX).
Rivertree Wealth
Legal name: Rivertree Wealth LLC
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 6788400
- 329595