Donald Christopher Schultheis

Current Employers

Employment History

• 11/2012 → Present
  Lantern Road Capital Partners, Llc
  Indianapolis, IN
• 05/2016 → 03/2017
  Goelzer Investment Management
  Indianapolis, IN
• 11/2017 → 09/2019
  Wbb Securities, Llc
  San Diego, CA
• 08/2021 → 01/2022
  Great Point Capital, Llc
  Chicago, IL
• 08/2021 → 01/2022
  Great Point Advisors, Llc
  Chicago, IL
• 11/2023 → Present
  Charles Schwab & Co., Inc.
  Indianapolis, IN

Previous Registrations

• 2022-01-07 → 2022-01-12
  Quincy Wells Advisors, Llc
  Chicago, IL
  Indianapolis, IN
• 2021-08-12 → 2021-12-31
  Quincy Wells Advisors, Llc
  Indianapolis, IN
  Chicago, IL
• 2020-02-19 → 2020-03-03
  Invst, Llc
  Indianapolis, IN
  Indianapolis, IN
• 2016-05-04 → 2017-03-09
  Goelzer Investment Management
  Carmel, IN
• 2015-08-11 → 2015-11-23
  Sanctuary Advisors, Llc
  Chicago, IL
• 2015-04-06 → 2015-08-11
  Sanctuary Securities, Inc.
  Indianapolis, IN
• 1999-12-13 → 2005-10-11
  Credit Suisse Asset Management, Llc
  New York , NY

Other Businesses

(1) Lantern Road Capital Partners, LLC; 9950 Southwind Road, Indianapolis, IN 46256; Conduct personal investment activities and consulting services; Spend 5-10 hours a month. (2) Lantern Road Boutique|Investment Related:No|Retail|Partner|2021-11-01|Hours Per Month:Less than 20|Hours Spent during Security Trading:0|Passive owner of the LLC along with my wife.

Exams

• S66 Uniform Combined State Law Examination
  2020-02-14
• S65 Uniform Investment Adviser Law Examination
  1997-09-09
• S63 Uniform Securities Agent State Law Examination
  1988-10-25

Other Names

• Don Schultheis
• Donald C Schultheis
• Don C Schultheis