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27499 Riverview Center Blvd Suite 406, Bonita Springs, FL 34134 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2023-03-13 |
| NC | RA | APPROVED | 2022-11-23 |
| FL | RA | APPROVED | 2021-10-18 |
| TX | RA | APPROVED | 2021-08-20 |
| CA | RA | APPROVED | 2021-01-07 |
Branch Locations
1223 S Roxbury Drive Suite 303, Los Angeles, CA 90035 • United States
444 West Ocean Blvd 1402, Long Beach, CA 90802 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Phillip Kass, Cpa, Inc. | Encino | CA | 12/2018 | 04/2019 |
| Independent Contractor, Phillip Kass Cpa | Encino | CA | 03/2003 | 12/2018 |
| Portfolio Medics, Llc | Bonita Springs | FL | 12/2020 | Present |
| Rodeo Realty | Los Angeles | CA | 08/2015 | Present |
| Independent Insurance Agencies | Los Angeles | CA | 05/2023 | Present |
Ms. Hill is a licensed Realtor for Rodeo Realty. It is not investment related and she devotes 20 hours a month on this activity during non-market hours. She is also a licensed independent insurance agent where she transacts in insurance products. She spends approximately 20 hours a month during market and non-market hours in this activity
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 2006-09-27 |
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