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Inactive

Scott Randal Schatzle

Mutual Trust Advisory Group

Estero, FL

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Current Employers
Mutual Trust Advisory Group

23190 Fashion Drive Suite P203, Estero, FL 33928 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2018-08-15
FL RA APPROVED 2016-02-11
  • TX RA
    APPROVED_RES
    Since 2018-08-15
  • FL RA
    APPROVED
    Since 2016-02-11

Branch Locations

23190 Fashion Drive Suite P203, Estero, FL 33928 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Insurance-Non Variable Fort Myers FL 09/2010 Present
Mutual Trust Advisory Group, Inc. Estero FL 02/2016 Present
Boston University Boston MA 11/2016 06/2018
  • 09/2010 → Present
    Insurance-Non Variable
    Fort Myers, FL
  • 02/2016 → Present
    Mutual Trust Advisory Group, Inc.
    Estero, FL
  • 11/2016 → 06/2018
    Boston University
    Boston, MA
Previous Registrations
  • 2013-02-25 → 2016-07-07
    Dynamic
    Fort Myers, FL
  • 2009-11-02 → 2013-02-11
    Uhler Vertich White Advisors
    Fort Myers, FL
  • 2007-12-18 → 2009-05-21
    Fac Wealth Management, Llc
    Naples, FL
Other Businesses

23190 FASHION DRIVE, LLC - Real Estate Holding Company, 1 hour/month spent in this activity.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2009-08-28
  • S63 Uniform Securities Agent State Law Examination
    2009-08-28
Designations

View on SEC IAPD

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HECTOR LUIS CRUZ
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Pedro Henrique Pinto de Castro Alvares
Magdalene VanLaere
Victor Michael Rodriguez
Justin Charles Suter
CORY JOHN DICKSON

Other Offices

WELLS FARGO CLEARING SERVICES, LLC · ESTERO, FL
FIFTH THIRD SECURITIES, INC. · ESTERO, FL
J.P. MORGAN SECURITIES LLC · ESTERO, FL
EDWARD JONES · ESTERO, FL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Estero, FL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · ESTERO, FL
EDWARD JONES · ESTERO, FL
LPL FINANCIAL LLC · ESTERO, FL

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