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Robert Allen Schultz

Argos Global Advisors, LLC

Santa Barbara, CA

Omega Financial Group, LLC

Santa Barbara, CA

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Current Employers
Argos Global Advisors, Llc

812 Anacapa St., Santa Barbara, CA 93101 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2019-05-30
  • CA RA
    APPROVED
    Since 2019-05-30

Branch Locations

812 Anacapa St., Santa Barbara, CA 93101 • United States

Omega Financial Group, Llc

812 Anacapa Street, Santa Barbara, CA 93101 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2012-06-01
  • CA RA
    APPROVED
    Since 2012-06-01

Branch Locations

812 Anacapa Street, Santa Barbara, CA 93101 • 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
Omega Financial Group, Llc Santa Barbara CA 06/2012 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-05-08
  • S66 Uniform Combined State Law Examination
    2009-05-08
Designations
Other Names
  • Robert Schultz

View on SEC IAPD

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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SANTA BARBARA, CA
CERITY PARTNERS LLC · SANTA BARBARA, CA
CERITY PARTNERS LLC · SANTA BARBARA, CA
J.P. MORGAN SECURITIES LLC · SANTA BARBARA, CA
SAFEGUARD INVESTMENT ADVISORY GROUP, LLC · Santa Barbara, CA
KINGSWOOD WEALTH ADVISORS, LLC · Santa Barbara, CA
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