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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ND | RA | APPROVED | 2025-01-13 |
| TX | RA | APPROVED | 2025-01-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investment Centers Of America, Inc. | Bismarck | ND | 04/2015 | 11/2017 |
| Lpl Financial Llc | Watford City | ND | 11/2017 | 01/2025 |
| Raymond James Financial Services Advisors, Inc. | Watford City | ND | 01/2025 | Present |
| Raymond James Financial Services, Inc. | Watford City | ND | 01/2025 | Present |
(1) Name of Business: Midwest Wealth Address: 329 N Main St, Watford City, ND, 58854, United States Activity Type: Support Company - Owner Position/Title: Associate/Employee, Officer - President Investment Related: No Start Date: 01/05/2025 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41-80 Description of duties: Midwest Wealth is a DBA that Branch FLT01 would like to use for branding and marketing purposes only. The DBA name is different than my LLC title. The LLC is Schultz Advisors Group LLC but is not being used for branding or marketing. If any additional supporting documentation is needed please feel free to let me know. (2) Name of Business: Schultz Advisors Group LLC Address: 329 N Main St, Watford City, ND, 58854, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 01/05/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Schultz Advisors Group LLC owns my book of business and is the legal entity for the DBA name Midwest Wealth. I co brand with another branch in Fargo, ND under Midwest Wealth. The LLC was formed as the legal entity itself being I am sole owner of my book of business. Schultz Advisors Group LLC is not used for branding or marketing purposes.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-24 |
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