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12671 High Bluff Dr Suite 200, San Diego, CA 92130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2007-01-09 |
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 Diego | CA | 01/2007 | Present |
(1) BOB HILL WEALTH MANAGEMENT POSITION: Agent/Representative NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 100 START DATE: 09/17/2018 ADDRESS: 30448 Rancho Viejo Road, Suite 180, San Juan Capistrano CA 92675, United States DESCRIPTION: 100% OWNER OF DBA BOB HILL WEALTH MANAGEMENT, USED FOR MARKETING PURPOSES. (2) INSURANCE POSITION: Agent/Representative NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 10 START DATE: 01/08/1982 ADDRESS: 30448 Rancho Viejo Road, Suite 180, San Juan Capistrano CA 92675, United States DESCRIPTION: CA INSURANCE AGENT OFFERING VARIOUS INSURANCE PRODUCTS. SCHIEL WEALTH MANAGEMENT POSITION: Employee NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 0 START DATE: 02/20/2024 ADDRESS: 30448 Rancho Viejo Road, Suite 180, San Juan Capistrano CA 92675, United States DESCRIPTION: Schiel Wealth Management is a DBA name for Advisor Chad Schiel with Independent Financial Group. His Rep ID is 1139. Robert Hill works as a licensed administrator under Independent Financial Group. Duties include working with clients under the direct supervision of the licensed advisor Chad Schiel.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 1999-04-26 |
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