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12671 High Bluff Dr Suite 200, San Diego, CA 92130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-04-30 |
| CA | RA | APPROVED | 2012-02-08 |
Branch Locations
30448 Rancho Viejo Road Suite 180, San Juan Capistrano, CA 92675 • 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 |
|---|---|---|---|---|
| Independent Financial Group | San Clemente | CA | 02/2012 | Present |
(1) INSURANCE POSITION: Agent/Representative NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 03/01/2012 ADDRESS: 30448 Rancho Viejo Road, Suite 180, San Juan Capistrano CA 92675, United States DESCRIPTION: CA INSURANCE AGENT OFFERING SALES OF VARIOUS TYPES OF INSURANCE (2) SCHIEL WEALTH MANAGEMENT POSITION: Officer/Director NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 02/01/2012 ADDRESS: 30448 Rancho Viejo Road, Suite 180, San Juan Capistrano CA 92675, United States DESCRIPTION: 100% OWNER OF DBA USED FOR MARKETING PURPOSES (3) EMERGY FLY FISHING SPECIALTIES POSITION: Officer/Director NATURE: Other: INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2007 ADDRESS: 25212 Stockport Street, Unit 114, Laguna Hills CA 92653, United States DESCRIPTION: 100% OWNER OF EMERGY FLY FISHING SPECIALTIES PROVIDING FLY FISHING NEWS, ARTICLES, SPEAKING ENGAGEMENTS, SOCIAL MEDIA, CUSTOM FISHING RETAIL, ROYALTIES RECEIVED FROM RAINY
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-10-09 |
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