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3420 E Shea Blvd Suite 200, Phoenix, AZ 85028 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2020-05-01 |
| AZ | RA | APPROVED | 2014-07-29 |
Branch Locations
3420 E Shea Blvd Suite 200, Phoenix, AZ 85028 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aegis Wealth Partners, Llc | Scottsdale | AZ | 06/2014 | Present |
Mr. Schiller is life and health insurance licensed with the State of Arizona. Mr. Schiller no longer conducts insurance business and his license is set to expire in August, 2024.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-10-14 |
| S63 | Uniform Securities Agent State Law Examination | 2006-01-19 |
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