Robert Barrett Schilling

Current Employers

Employment History

• 02/2012 → 04/2020
  United Planners' Financial Services
  Scottsdale, AR
• 01/2008 → 05/2025
  Eastwind Development
  Stevensville, MD
• 04/2002 → Present
  Robert Schilling - Independent Insurance Agent
  Stevensville, MD
• 09/2014 → 04/2020
  Retirement Specialists
  Monte Vista, CO
• 11/2018 → Present
  Schilling Financial
  Stevensville, MD
• 04/2020 → Present
  Realta Equities, Inc.
  Wilmington, DE
• 04/2020 → Present
  Realta Investment Advisors, Inc.
  Wilmington, DE

Previous Registrations

• 2012-03-22 → 2020-05-07
  United Planners' Financial Services Of America A Limited Partner
  Scottsdale, AZ
  Stevensville, MD
  Annapolis, MD
• 2005-12-19 → 2012-03-08
  Cetera Wealth Services, Llc
  Sewickley, PA
  Stevensville, MD
  Stevensville, MD
  Ashton, MD
• 2004-05-05 → 2005-12-31
  Blue Vase Securities, Llc
  Ashton, MD
• 2003-07-08 → 2005-12-08
  Baker Schilling, Inc.
  Washington, DC
• 2003-01-10 → 2004-05-18
  Lpl Financial Llc
  Washington, DC
• 1997-11-14 → 2002-11-20
  Morgan Stanley Dw Inc.
  West Washington, DC

Other Businesses

1.) ROBERT SCHILLING DBA SCHILLING FINANCIAL - INDEPENDENT INSURANCE AGENT - SELLS FIXED, LIFE, LONG TERM CARE INSURANCE - STEVENSVILLE, MD - SINCE 01/2012.--- 2.) SCHILLING FINANCIAL - PRESIDENT - DBA NAME FOR MARKETING PURPOSES ONLY - STEVENSVILLE, MD - SINCE 11/2018 - INVESTMENT RELATED 3.) REALTA INVESTMENT ADVISORS, INC.; WILMINGTON, DE; INVESTMENT ADVISORY SERVICES, INVESTMENT ADVISOR REPRESENTATIVE; WWW.REALTAWEALTH.COM; COMPENSATION IN THE FOR OF FEES; 40 HOURS PER WEEK DURING NORMAL TRADING HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-07-14
• S63 Uniform Securities Agent State Law Examination
  1997-07-11

Other Names

• Bert Schilling
• Robert B Schilling