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Current Employers
Independent Financial Group, Llc

12671 High Bluff Dr Suite 200, San Diego, CA 92130 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2007-01-09
  • CA RA
    APPROVED
    Since 2007-01-09

Branch Locations

30448 Rancho Viejo Road Suite 180, San Juan Capistrano, CA 92675 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Independent Financial Group San Diego CA 01/2007 Present
  • 01/2007 → Present
    Independent Financial Group
    San Diego, CA
Previous Registrations
  • 2005-10-31 → 2007-01-10
    Osaic Services, Inc.
    Phoenix, AZ
    Laguna Hills, CA
  • 2000-12-12 → 2005-10-31
    Sentra Securities Corporation
    Laguna Hills, CA
Other Businesses

(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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-12-20
S63 Uniform Securities Agent State Law Examination 1999-04-26
  • S66 Uniform Combined State Law Examination
    2002-12-20
  • S63 Uniform Securities Agent State Law Examination
    1999-04-26

View on SEC IAPD

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