William Earl Schantz

Current Employers

Employment History

• 06/2002 → Present
  M. Holdings Securities, Inc.
  Portland, OR
• 08/2015 → Present
  Capfinancial Partners, Llc (Captrust)
  Raleigh, NC

Previous Registrations

• 2002-10-17 → 2015-12-23
  Mfp Strategies
  Bethlehem, PA

Other Businesses

1) CAPTRUST; CAPTRUSTADVISORS.COM; 8/1/2015; PRINCIPAL; RIA ACTIVITIES AND LIFE INSURANCE SALES AND SERVICES; INVEST-RELATED; 160+ HRS/MONTH - 160+ HRS/BUSINESS; EXPENSE REIMBURSEMENT, OWNERSHIP, PROFITS, COMMISSIONS, TRIPS OR VACATION RENTALS, WAGES SALARY & TIPS, AND EARN OUT FROM MERGER WITH MFP 2) MEBS HOLDINGS, LLC; 100 GATEWAY DRIVE, SUITE 300, BETHLEHEM, PA 18017; 01/01/2018; INVESTOR; PASSIVE INVESTMENT PARTNERSHIP; NOT INVESTMENT RELATED; MICHAEL MOLEWSKI, JIMMY EDWARDS, CHRIS BUTZ; 1 HOUR/MONTH; 0 HOURS/MONTH DURING BUSINESS HOURS. 3) STRATEGIC ADVISOR GROUP; 600 HAMILTON STREET, SUITE 900, ALLENTOWN, PA 18101; 08/2015; FINANCIAL ADVISOR; INVESTMENTS AND INSURANCE; INVESTMENT RELATED; 150 HOURS/WEEK; 150 HOURS/WEEK DURING BUSINESS HOURS; OWNERSHIP, EXPENSE REIMBURSEMENT, PROFITS, WAGES/SALARY/TIPS. 4) ESTATE OF PATRICIA V. SCHANTZ; DAVISON & MCCARTHY, PC, 645 HAMILTON STREET, SUITE 510, ALLENTOWN, PA 18101; SETTLE & DISTRIBUTE THE ESTATE; NOT INVESTMENT RELATED; CO-EXECUTOR; SETTLE & DISTRIBUTE THE ESTATE; 4/04/2024; 5 HOURS PER MONTH; 0 HOURS PER MONTH DURING TRADING HOURS.

Exams

• S63 Uniform Securities Agent State Law Examination
  1990-07-10

Other Names

• Wes Schantz
• William Earl Schantzii
• William Earl Schantz