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R••••• M••••• H••••
- Title
- Financial Advisorreportedlewisfinancialslo.comfirm site, Sep 16, 2026
- Designations
- CPAreportedlewisfinancialslo.comas printed on the bio page, Sep 16, 2026
- Business email
- robert.hiltz@lpl.comreportedlewisfinancialslo.comfirm site, Sep 16, 2026
- Professional profile
- lewisfinancialslo.com/team-member/bob-hiltzreportedlewisfinancialslo.comfirm site, Sep 16, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- L•••• F••••••••• L•• independent RIA currentsince May 28, 2014 · San Luis Obispo, Ca
- A••••••••• F•••••••• S•••••••• L•• national BDDec 15, 1997 to Oct 17, 2005 · San Luis Obispo, Ca
- A••••••••• F•••••••• S•••••••• L•• to L•••• F••••••••• L••left Oct 17, 2005, registered May 28, 2014 (3145 days) · Affiliated broker-dealer or bank to independent RIA
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 31derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address