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RIA / WealthAdvisor24 years in industry

DAVID Sean GILLIMORE

Advisor at LIBERTY WEALTH MANAGEMENT, LLC

OAKLAND, CA | Larkspur, CA

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Search this name across graphsid dfx:ria:e84d2901-b2bf-57ce-53ba-517d5dffcfda

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:12 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 1
On other graphs: 0
Observed: May 24, 2002 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: LIBERTY WEALTH MANAGEMENT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 23, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 9
Current registrations: 1
Registered states: 1
Exams: S66
First exam: May 23, 2002
First registration: May 24, 2002
Dual registered: no
Other names: DAVID S. GILLIMORE |DAVID S. GILLIMORE|DAVID-SEAN GILLIMORE|DAVID GILLIMORE
IAPD individual key: 4297439

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
LIBERTY WEALTH MANAGEMENT, LLC	Independent wealth	Mar 18, 2022	n/a	yes	OAKLAND, CA\|Larkspur, CA	Current employment
EMERSON EQUITY LLC	Bd affiliated wealth	May 3, 2016	Mar 9, 2022	no	Palm Springs, CA\|SAN MATEO, CA\|PALM DESERT, CA	Previous registration
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Former SEC adviser	Jul 13, 2010	Jul 7, 2014	no	SAN FRANCISCO, CA	Previous registration
TD AMERITRADE, INC.	Former SEC adviser	Jul 13, 2010	Jul 7, 2014	no	SAN FRANCISCO, CA	Previous registration
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Former SEC adviser	Sep 25, 2008	Jul 7, 2010	no	SAN FRANCISCO, CA	Previous registration
TD AMERITRADE, INC.	Former SEC adviser	Sep 25, 2008	Jul 7, 2010	no	SAN FRANCISCO, CA	Previous registration
WELLS FARGO INVESTMENTS, LLC	n/a	Mar 8, 2007	Sep 23, 2008	no	DANVILLE, CA\|NOVATO, CA\|SAN RAFAEL, CA\|DANVILLE, CA\|PITTSBURG, CA	Previous registration
U.S. BANCORP INVESTMENTS, INC.	Former SEC adviser	Oct 4, 2005	Mar 8, 2007	no	SAN FRANCISCO, CA\|SAN FRANCISCO, CA\|SAN FRANCISCO, CA\|SAN FRANCISCO, CA\|SAN FRANCISCO, CA\|SAN FRANCISCO, CA\|San Francisco, CA	Previous registration
CITICORP INVESTMENT SERVICES	n/a	Apr 7, 2004	Aug 2, 2005	no	SAN FRANCISCO, CA	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	May 24, 2002	Aug 19, 2002	no	LOS ANGELES, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
EMERSON EQUITY LLC	LIBERTY WEALTH MANAGEMENT, LLC	Mar 9, 2022	Mar 18, 2022	9	Firm change	Ibd to RIA
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	TD AMERITRADE, INC.	Jul 7, 2014	Jul 13, 2010	-1,455	Firm change after gap	Other
TD AMERITRADE, INC.	TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Jul 7, 2014	Jul 13, 2010	-1,455	Channel change	Other
TD AMERITRADE, INC.	TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Jul 7, 2010	Sep 25, 2008	-650	Firm change after gap	Other
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	TD AMERITRADE, INC.	Jul 7, 2010	Sep 25, 2008	-650	Channel change	Other
WELLS FARGO INVESTMENTS, LLC	TD AMERITRADE, INC.	Sep 23, 2008	Sep 25, 2008	2	Firm change	Other
U.S. BANCORP INVESTMENTS, INC.	WELLS FARGO INVESTMENTS, LLC	Mar 8, 2007	Mar 8, 2007	0	Firm change	Other
CITICORP INVESTMENT SERVICES	U.S. BANCORP INVESTMENTS, INC.	Aug 2, 2005	Oct 4, 2005	63	Firm change	Other
AMERIPRISE FINANCIAL SERVICES, LLC	CITICORP INVESTMENT SERVICES	Aug 19, 2002	Apr 7, 2004	597	Firm change after gap	Other

Relationships

Registered with (8)

→ LIBERTY WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Mar 18, 2022 to presentfactForm ADV
→ EMERSON EQUITY LLCRegistered adviserregistration: previous registration
May 3, 2016 to Mar 9, 2022factForm ADV
→ TD AMERITRADE INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jul 13, 2010 to Jul 7, 2014factForm ADV
→ TD AMERITRADE, INC.Registered adviserregistration: previous registration
Jul 13, 2010 to Jul 7, 2014factForm ADV
→ WELLS FARGO INVESTMENTS, LLCRegistered adviserregistration: previous registration
Mar 8, 2007 to Sep 23, 2008factForm ADV
→ U.S. BANCORP INVESTMENTS, INC.Registered adviserregistration: previous registration
Oct 4, 2005 to Mar 8, 2007factForm ADV
→ CITICORP INVESTMENT SERVICESRegistered adviserregistration: previous registration
Apr 7, 2004 to Aug 2, 2005factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
May 24, 2002 to Aug 19, 2002factForm ADV

Dated events

Occurred
Mar 9, 2022
Advisor changed firm
David Sean Gillimore left Emerson Equity Llc for Liberty Wealth Management, Llc (registered 2022-03-18)
Form ADVobserved 6 days ago