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2629 Townsgate Road Suite 215, Westlake Village, CA 91361 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2003-01-10 |
Branch Locations
2629 Townsgate Road Suite 215, Westlake Village, CA 91361 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealth Enhancement & Preservation, Inc. | Westlake Village | CA | 04/2000 | Present |
| Galt Financial Group, Inc. | Westlake Village | CA | 03/2008 | Present |
Mr. Hill serves as President of Wealth Enhancement & Preservation, Inc., investment related since April 2000; located at 2629 Townsgate Road Suite 215, Westlake Village, CA 91361; State registered investment adviser/financial planning firm and spends approximately 80 hours per month devoted to the business. Mr. Hill serves as President of Galt Financial Group, Inc. since 2009, a FINRA Member broker-dealer; located at 2629 Townsgate Road Suite 215, Westlake Village, CA 91361 and spends approximately 80 hours per month devoted to the business. Mr. Hill serves as treasurer of non- profit, Pat Tillman Foundation, Inc. non-investment related and spends approximately 10 hours per month devoted to the non- profit. Mr. Hill is also a life insurance agent (#OB99929) offering life insurance products and services, he spends approximately 2 hours per month devoted to this business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-04-15 |
| S63 | Uniform Securities Agent State Law Examination | 1998-01-12 |
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