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6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-01-01 |
Branch Locations
52461 Columbia River Hwy, Scappoose, OR 97056 • United States
6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
305 Main Ave, Tillamook, OR 97141 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Advisors Llc | El Segundo | CA | 01/2013 | 09/2017 |
| Change Path Llc | Leawood | KS | 09/2017 | Present |
| Schultz Financial Services | Scappoose | OR | 02/2013 | Present |
1.SCHULTZ FINANCIAL SERVICES, 52461 COLUMBIA RIVER HWY, SCAPPOOSE, OR 97056; START 02/22/2013, DBA FOR SECURITIES BUSINESS AND FIXED INSURANCE, 20HR/WK, COMMISSION/FEES. 2. MANHATTAN INSURANCE GROUP / WESTERN UNITED LIFE; NOT INVESTMENT RELATED; 52461 COLUMBIA RIVER HIGHWAY, SCAPPOOSE, OR 97056; START 1/2015; 5 HOURS/WEEK DURING SECURITIES TRADING HOURS; FIXED ANNUITY INSURANCE MARKETING ORGANIZATION 3. CCPOD, LLC; NOT INVESTMENT RELATED; 51915 COLUMBIA RIVER HWY, SCAPPOOSE, OR 97056; START 11/2018; 1 HOUR/MO, NONE DURING TRADING HOURS; PROPERTY OWNER LEASING SPACES TO FOOD CART ENTREPRENEURS
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-09-01 |
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