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Hal Richard Schweiger

Bluewater Wealth Management, LLC

San Diego, CA

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Current Employers
Bluewater Wealth Management, Llc

San Diego, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2021-06-14
  • CA RA
    APPROVED
    Since 2021-06-14

Branch Locations

San Diego, CA • 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
Blue Water Capital Management, Llc San Diego CA 09/2008 07/2021
Blue Water Wealth Management, Llc San Diego CA 07/2021 Present
Previous Registrations
  • 2008-09-23 → 2021-07-29
    Blue Water Capital Management, Llc
    San Diego, CA
  • 2003-10-21 → 2008-12-31
    Capital Asset Advisors
    San Diego, CA
  • 2003-10-22 → 2008-10-17
    Trovena, Llc.
    San Diego, CA
  • 2003-08-18 → 2003-09-26
    Collaborative Wealth Strategies Group, Inc.
    San Diego, CA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2002-07-08
  • S63 Uniform Securities Agent State Law Examination
    2002-07-08
Designations

View on SEC IAPD

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