Taylor Robert Schulte

Current Employers

Employment History

• 06/2014 → 08/2017
  Advanced Practice Advisors, Llc
  La Quinta, CA
• 02/2017 → Present
  Define Financial, Llc
  San Diego, CA
• 08/2020 → Present
  Schulte Ventures, Llc
  San Diego, CA
• 08/2019 → 12/2023
  Advisor Gc, Llc Dba The Agc
  Fishers, IN

Previous Registrations

• 2014-06-25 → 2017-08-18
  Advanced Practice Advisors, Llc
  San Diego, CA
  La Quinta, CA
• 2012-04-30 → 2014-06-26
  Beverly Hills Wealth Management, Llc
  Beverly Hills, CA
• 2009-06-01 → 2012-05-02
  Morgan Stanley
  San Diego, CA
• 2007-10-04 → 2009-06-01
  Morgan Stanley & Co. Llc
  San Diego, CA

Other Businesses

Wealthtender, Inc. not investment-related 1900 West Gray, Suite 132015, Houston, TX 77019 personal finance content publication platform Shareholder 1/1/2024 5 hours per month 0 hours during trading Passive shareholder providing thought leadership, content, and support. Schulte Ventures, LLC not investment-related 12526 High Bluff Dr, Suite 238, San Diego, CA 92130 Online educational content (e.g., blog, podcast, courses, virtual events, webinars) through Stay Wealthy and TaylorSchulte.com and consulting through dba TS Consulting Owner 8/11/2020 15 hours per month, 0 hours during trading hours Creator, Author, Consultant

Exams

• S66 Uniform Combined State Law Examination
  2007-10-02

Designations