Joshua E. Hurd

SIGHTLINE WEALTH

SACRAMENTO, CA

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CRD#: 2602849

Professional summary

Joshua Eriksen Hurd, CFP®, who also goes by Joshua Sullivan Hurd, is a registered financial advisor currently at SIGHTLINE WEALTH located in Sacramento, California.

Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Joshua has worked at 3 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Joshua Sullivan Hurd

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

(1) SIGHTLINE WEALTH POSITION: Officer/Director NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 80 START DATE: 03/14/2019 ADDRESS: 9700 Business Park Dr, Ste 204, Sacramento CA 95827, United States DESCRIPTION: 100% OWNER OF DBA USED FOR MARKETING PURPOSES (2) SACRAMENTO WALDORF SCHOOL POSITION: Volunteer NATURE: Board Member or Officer (Profit or Non-Profit) INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2023 ADDRESS: 1060 Los Molinos Way, Arcade CA 95864, United States DESCRIPTION: On the Finance Committee for the Waldorf School Board of Trustees.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua Eriksen Hurd's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2011

Experience

Current

August 29, 2025 - Present

SIGHTLINE WEALTH

RIA

CRD#: 336167

SACRAMENTO, CA

Past

March 8, 2019 - August 28, 2025

INDEPENDENT FINANCIAL GROUP, LLC

RIA

CRD#: 7717

SACRAMENTO, CA

Past

March 8, 2019 - August 28, 2025

INDEPENDENT FINANCIAL GROUP, LLC

CRD#: 7717

SACRAMENTO, CA

Past

May 10, 2006 - March 14, 2019

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

Sacramento, CA

Past

April 5, 2005 - March 14, 2019

CHARLES SCHWAB & CO., INC.

CRD#: 5393

Sacramento, CA

Past

April 23, 2003 - September 22, 2004

CHARLES SCHWAB & CO., INC.

CRD#: 5393

WESTLAKE, TX

Past

October 6, 1999 - July 5, 2001

CHARLES SCHWAB & CO., INC.

CRD#: 5393

WESTLAKE, TX

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(8/29/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 5/5/2006

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 10/15/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/5/1999

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 6/18/2004

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 6/4/2004

General Securities Sales Supervisor - Options Module Examination

Current Firm

SIGHTLINE WEALTH

SIGHTLINE WEALTH | SIGHTLINE WEALTH LLC | SIGHTLINE WEALTH INC.

CRD#: 336167 / SEC#:

California

Registered Investment Advisory firm - (8/29/2025 Approved)

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Contact information

Main Address

Sacramento, CA

Mailing Address

Phone number

(916) 390-7447

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Joshua E. Hurd

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua Eriksen Hurd's CRS (Customer Relationship Summary).

Certified licenses

Experience

INDEPENDENT FINANCIAL GROUP, LLC

INDEPENDENT FINANCIAL GROUP, LLC

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 5/5/2006

Series 63

Date: 10/15/1999

SIE

Date: 10/1/2018

Series 7

Date: 10/5/1999

Series 10

Date: 6/18/2004

Series 9

Date: 6/4/2004

Current Firm

SIGHTLINE WEALTH

Contact information

Documents

Red Flags

Company Information

SIGHTLINE WEALTH

TRUST BUT VERIFY

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