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Robb Henry Schober

Helmstar Wealth Management

Boise, ID

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Current Employers
Helmstar Wealth Management

250 South 5Th Street Suite 600, Boise, ID 83702 • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2009-10-19
  • ID RA
    APPROVED
    Since 2009-10-19

Branch Locations

250 South 5Th Street Suite 600, Boise, ID 83702 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Beneficial Life Boise ID 06/2004 Present
The Helmstar Group Boise ID 08/2009 Present
  • 06/2004 → Present
    Beneficial Life
    Boise, ID
  • 08/2009 → Present
    The Helmstar Group
    Boise, ID
Previous Registrations
  • 1997-12-09 → 2004-05-25
    Osaic Fa, Inc.
    Nampa, ID
Other Businesses

1. SCHOBER FAM. LP, NOT INV REL. NAMPA, ID. LAND MGMT. PARTNER - ACTIVE - General Partner 5 HR. MO, NOT DURING TRADING HOURS. 01/98-PRES. 2. ROBB SCHOBER IS A LICENSED INSURANCE AGENT; HOWEVER, HE SPENDS ZERO TIME IN THE CAPACITY OF A LICENSED INSURANCE AGENT AND RECEIVED NO CASH/NON-CASH COMPENSATION IN THE CAPACITY OF A LICENSED INSURANCE AGENT.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-10-29
S63 Uniform Securities Agent State Law Examination 1997-09-15
  • S65 Uniform Investment Adviser Law Examination
    1997-10-29
  • S63 Uniform Securities Agent State Law Examination
    1997-09-15
Designations

View on SEC IAPD

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