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CS

Christopher M. Schrobilgen

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CRD#: 415228
CS

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Christopher Michael Schrobilgen, who also goes by Chris Schrobilgen, Christopher Michael Schrobligen, was a registered financial professional .

Christopher is a previously registered financial professional and started their career in finance in 1982. Christopher had worked at 10 firms and has passed the Series 65, Series 63, Series 7 and Series 1 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Chris Schrobilgen | Christopher Michael Schrobligen

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

March 14, 2014 - March 3, 2016

NEOSHO CAPITAL LLC

RIA
CRD#: 130779
LA JOLLA, CA
Past

December 20, 2013 - February 24, 2014

ADVANCED PRACTICE ADVISORS, LLC

RIA
CRD#: 154084
DEL MAR, CA
Past

July 26, 2013 - December 23, 2013

DLK INVESTMENT MANAGEMENT

RIA
CRD#: 149096
SAN DIEGO, CA
Past

January 13, 1995 - February 12, 2007

NAVELLIER & ASSOCIATES INC

RIA
CRD#: 107568
RENO, NV
Past

January 6, 1995 - May 1, 2003

NAVELLIER SECURITIES CORP.

BD
CRD#: 34861
RENO, NV
Past

June 11, 1991 - March 3, 1995

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

September 27, 1990 - May 24, 1991

ALEX. BROWN & SONS INCORPORATED

BD
CRD#: 20
Past

March 15, 1984 - September 17, 1990

JEFFERIES LLC

BD
CRD#: 2347
NEW YORK, NY
Past

March 9, 1983 - March 13, 1984

BATEMAN EICHLER, HILL RICHARDS, INCORPORATED

BD
CRD#: 76
Past

January 14, 1982 - March 23, 1983

LEHMAN BROTHERS KUHN LOEB INCORPORATED

BD
CRD#: 7555

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 7/26/2013
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 4/17/1972
Registered Representative Examination

Current Firm


NC
NEOSHO CAPITAL LLC
NEOSHO CAPITAL LLC | RICHEY, CHRISTOPHER KEITH

CRD#: 130779 / SEC#: 801-62907

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Contact information


Main Address
4250 Executive Square Suite 545, La Jolla, CA 92037
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

NEOSHO CAPITAL ADV PART 2 FIRM BROCHURE MARCH 2018 (3/23/2018)

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


NEOSHO CAPITAL LLC

CRD#: 130779

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