David S. Gillimore

LIBERTY WEALTH MANAGEMENT

Larkspur, CA 94939

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CRD#: 4297439

Professional summary

David Sean Gillimore, who also goes by David S. Gillimore, David Gillimore, David-sean Gillimore, David S. Gillimore, is a registered financial advisor currently at LIBERTY WEALTH MANAGEMENT, LLC located in Larkspur, California.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. David has worked at 11 firms and has passed the Series 66, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

David S. Gillimore | David Gillimore | David-Sean Gillimore | David S. Gillimore

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Sean Gillimore's CRS (Customer Relationship Summary).

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®

None

Experience

Current

March 18, 2022 - Present

LIBERTY WEALTH MANAGEMENT, LLC

Office #1: 485 Magnolia Avenue, Larkspur, CA 94939

RIA

CRD#: 286001

Larkspur, CA

Past

May 11, 2016 - March 9, 2022

EMERSON EQUITY LLC

CRD#: 130032

SAN MATEO, CA

Past

May 3, 2016 - March 9, 2022

EMERSON EQUITY LLC

RIA

CRD#: 130032

PALM DESERT, CA

Past

July 13, 2010 - July 7, 2014

TD AMERITRADE, INC.

RIA

CRD#: 7870

SAN FRANCISCO, CA

Past

July 13, 2010 - July 7, 2014

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 111514

SAN FRANCISCO, CA

Past

July 13, 2010 - July 7, 2014

TD AMERITRADE, INC.

CRD#: 7870

SAN FRANCISCO, CA

Past

September 25, 2008 - July 7, 2010

TD AMERITRADE, INC.

RIA

CRD#: 7870

SAN FRANCISCO, CA

Past

September 25, 2008 - July 7, 2010

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 111514

SAN FRANCISCO, CA

Past

September 24, 2008 - July 7, 2010

TD AMERITRADE, INC.

CRD#: 7870

SAN FRANCISCO, CA

Past

March 8, 2007 - September 23, 2008

WELLS FARGO INVESTMENTS, LLC

RIA

CRD#: 10582

NOVATO, CA

Past

March 8, 2007 - September 23, 2008

WELLS FARGO INVESTMENTS, LLC

CRD#: 10582

NOVATO, CA

Past

October 4, 2005 - March 8, 2007

U.S. BANCORP INVESTMENTS, INC.

RIA

CRD#: 17868

SAN FRANCISCO, CA

Past

August 12, 2005 - March 8, 2007

U.S. BANCORP INVESTMENTS, INC.

CRD#: 17868

SAN FRANCISCO, CA

Past

April 7, 2004 - August 2, 2005

CITICORP INVESTMENT SERVICES

RIA

CRD#: 23988

SAN FRANCISCO, CA

Past

April 7, 2004 - August 2, 2005

CITICORP INVESTMENT SERVICES

CRD#: 23988

LONG ISLAND CITY, NY

Past

September 20, 2002 - April 6, 2004

WAMU INVESTMENTS, INC.

CRD#: 599

IRVINE, CA

Past

May 24, 2002 - August 19, 2002

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

LOS ANGELES, CA

Past

March 19, 2002 - August 19, 2002

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

March 19, 2002 - August 19, 2002

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

Past

December 18, 2000 - November 1, 2001

FRANKLIN/TEMPLETON DISTRIBUTORS, LLC

CRD#: 332

SAN MATEO, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

LIBERTY WEALTH MANAGEMENT, LLC

CRD#: 286001 / SEC#: 801-112351

RIA

Registered Investment Advisory firm - (1/19/2018 Approved)

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
(3/18/2022)

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: 5/23/2002

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/16/2002

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 12/15/2000

Investment Company Products/Variable Contracts Representative Examination

Current Firm

LIBERTY WEALTH MANAGEMENT, LLC

CRD#: 286001 / SEC#: 801-112351

RIA

Registered Investment Advisory firm - (1/19/2018 Approved)

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Contact information

Main Address

411 30th Street 2nd Floor, Oakland, CA 94609

Mailing Address

Phone number

(510) 658-1880

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (21 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

LWM FORM ADV PART 2A (12/2/2025)

Regulatory assets under management

Total Number of Accounts	3,896
AUM (Assets Under Management)	$ 1,469,902,558

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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Firm Stability Insights

David S. Gillimore

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Sean Gillimore's CRS (Customer Relationship Summary).

Certified licenses

Experience

EMERSON EQUITY LLC

EMERSON EQUITY LLC

TD AMERITRADE, INC.

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

TD AMERITRADE, INC.

TD AMERITRADE, INC.

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

TD AMERITRADE, INC.

WELLS FARGO INVESTMENTS, LLC

WELLS FARGO INVESTMENTS, LLC

U.S. BANCORP INVESTMENTS, INC.

U.S. BANCORP INVESTMENTS, INC.

CITICORP INVESTMENT SERVICES

CITICORP INVESTMENT SERVICES

WAMU INVESTMENTS, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

FRANKLIN/TEMPLETON DISTRIBUTORS, LLC

Primary Firm SEC Registration

LIBERTY WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/23/2002

SIE

Date: 10/1/2018

Series 7

Date: 5/16/2002

Series 6

Date: 12/15/2000

Current Firm

LIBERTY WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (21 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LIBERTY WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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