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Jeffrey Scott Schulz

Integrity Advisory Solutions

Asheville, NC

Dallas, TX

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Current Employers
Integrity Advisory Solutions

1445 Ross Ave Fl 55, Dallas, TX 75202 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-03-05
NC RA APPROVED 2023-07-14
FL RA APPROVED 2022-08-22
  • TX RA
    APPROVED
    Since 2024-03-05
  • NC RA
    APPROVED
    Since 2023-07-14
  • FL RA
    APPROVED
    Since 2022-08-22

Branch Locations

16 Biltmore Ave Suite 300, Asheville, NC 28801 • United States

1445 Ross Ave Fl 55, Dallas, TX 75202 • 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
Self Employed - Physical Therapy Argyle TX 11/2015 01/2021
Burlington Alliance Capital Management, Llc Burlington NC 07/2022 08/2023
Direct Solar Of America Argyle TX 09/2019 10/2020
Premier Futureguard Argyle TX 11/2020 Present
Integrity Advisory Solutions Burlington NC 09/2023 Present
  • 11/2015 → 01/2021
    Self Employed - Physical Therapy
    Argyle, TX
  • 07/2022 → 08/2023
    Burlington Alliance Capital Management, Llc
    Burlington, NC
  • 09/2019 → 10/2020
    Direct Solar Of America
    Argyle, TX
  • 11/2020 → Present
    Premier Futureguard
    Argyle, TX
  • 09/2023 → Present
    Burlington, NC
Previous Registrations
Other Businesses

1. Premier FutureGuard, LLC; Not investment-related; 3001 North Rocky Point Drive East, Suite 200, Tampa, FL 33607; Fixed Insurance; Managing Member; 03/22/2022; 80 hours per month; 4 hours during security hours; Help customers with life insurance and annuities. 2. Integrated Trust Systems; not investment-related; 7373 East Double Tree Ranch Rd, Scottsdale, AZ 85258; Marketing referrals to Integrated Trust Systems; Representative; 7/28/2025; 10 hours per month; 8 hours during securities trading hours; Hold seminars to introduce people to Integrated Trust Systems 3. MEDIATOR DEBT SOLUTIONS POSITION: Just provide referrals NATURE: Provide referrals to Mediator Debt Solutions to assist the customer with a debt settlement program. I would receive a 2% commission on the amount that is settled. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 02/26/2026 ADDRESS: 23945 Calabasas Road Unit 114, Calabasas CA 91302, United States DESCRIPTION: Make referrals to Mediator Debt Solutions.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-07-19
  • S65 Uniform Investment Adviser Law Examination
    2022-07-19
Other Names
  • Jeff Scott Schulz

View on SEC IAPD

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