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Robert Hans Bartels

New Phase Financial

San Diego, CA

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Current Employers
New Phase Financial

San Diego, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2021-09-20
  • CA RA
    APPROVED
    Since 2021-09-20

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
Robert Bartels Dba New Phase Financial San Diego CA 07/2021 Present
Retired San Diego CA 08/2016 06/2021
  • 07/2021 → Present
    Robert Bartels Dba New Phase Financial
    San Diego, CA
  • 08/2016 → 06/2021
    Retired
    San Diego, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-07-01
  • S65 Uniform Investment Adviser Law Examination
    2021-07-01

View on SEC IAPD

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