Mark F. Hill

DEDORA CAPITAL

Napa, CA 94559

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CRD#: 4920229

Professional summary

Mark Forrest Hill PHD, CFP®, who also goes by Forrest Hill, Mark Forrest Hill, is a registered financial advisor currently at DEDORA CAPITAL, INC. located in Napa, California.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Mark has worked at 3 firms and has passed the Series 66, Series 65 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Forrest Hill | Mark Forrest Hill

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) - RIA

Click below to view Mark Forrest Hill PHD's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2014

Experience

Current

August 19, 2015 - Present

DEDORA CAPITAL, INC.

Office #1: 1600 Main Street, Napa, CA 94559

RIA

CRD#: 177523

Napa, CA

Past

August 6, 2007 - August 13, 2015

HARRINGTON INVESTMENTS, INC.

RIA

CRD#: 110790

NAPA, CA

Past

March 23, 2005 - June 29, 2007

FINANCIAL WEST GROUP

RIA

CRD#: 16668

OAKLAND, CA

Past

March 15, 2005 - June 29, 2007

FINANCIAL WEST GROUP

CRD#: 16668

OAKLAND, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

DEDORA CAPITAL, INC.

CARNEROS CAPITAL MANAGEMENT | DEDORA CAPITAL, INC.

CRD#: 177523 / SEC#: 801-96227

RIA

Registered Investment Advisory firm - (5/22/2015 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(8/19/2015)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 5/9/2005

Uniform Combined State Law Examination

State Security Law Exam

IAR

Series 65

Date: 3/21/2005

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 3/14/2005

General Securities Representative Examination

Current Firm

DEDORA CAPITAL, INC.

CARNEROS CAPITAL MANAGEMENT | DEDORA CAPITAL, INC.

CRD#: 177523 / SEC#: 801-96227

RIA

Registered Investment Advisory firm - (5/22/2015 Approved)

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Contact information

Main Address

1600 Main Street, Napa, CA 94559

Mailing Address

Phone number

(707) 253-0681

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV 2A FIRM BROCHURE (3/11/2025)

Regulatory assets under management

Total Number of Accounts	1,291
AUM (Assets Under Management)	$ 487,051,982

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.

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Mark F. Hill

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Forrest Hill PHD's CRS (Customer Relationship Summary).

Certified licenses

Experience

DEDORA CAPITAL, INC.

HARRINGTON INVESTMENTS, INC.

FINANCIAL WEST GROUP

FINANCIAL WEST GROUP

Primary Firm SEC Registration

DEDORA CAPITAL, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 5/9/2005

Series 65

Date: 3/21/2005

Series 7

Date: 3/14/2005

Current Firm

DEDORA CAPITAL, INC.

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

DEDORA CAPITAL, INC.

TRUST BUT VERIFY

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