Brandon Schultz

Current Employers

Employment History

• 12/2018 → 09/2019
  Edward Jones
  St Louis, MO
• 09/2018 → 12/2018
  Forrest Ridge Country Club
  Broken Arrow, OK
• 06/2018 → 08/2018
  Unemployed
  Broken Arrow, OK
• 01/2016 → 05/2018
  Mcpherson Country Club
  Mcpherson, KS
• 10/2016 → 04/2018
  First Bank Kansas
  Mcpherson, KS
• 10/2019 → 02/2020
  Tulsa Teachers Credit Union
  Tulsa, OK
• 03/2020 → 07/2020
  Unemployed
  Tulsa, OK
• 08/2020 → Present
  Summit Financial Group
  Tulsa, OK
• 08/2020 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2019-03-05 → 2019-09-30
  Edward Jones
  Broken Arrow, OK
  St Louis, MO
  Sapulpa, OK
  Tulsa, OK

Other Businesses

1. NAME OF OTHER BUSINESS: SUMMIT FINANCIAL GROUP INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: BENEFITS, INSURANCE, INVESTMENTS START DATE: 8/2020 POSITION/TITLE/RELATIONSHIP: ACCOUNT MANAGER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: WORKING WITH THE RETIREMENT PLANNING DIVISION AND ASSISTING WITH OSJ COMPLIANCE; 2. NAME OF OTHER BUSINESS: TOBE : THE OKLAHOMA BASEBALL EXPERIENCE, INVESTMENT RELATED: NO, ADDRESS: 2001 E WINSTON ST, BROKEN ARROW, OK 74011, NATURE OF BUSINESS: NON-PROFIT, START DATE: 06/2024, POSITION/TITLE/RELATIONSHIP: CO-OWNER, CO HOST,, APX NUMBER OF HOURS PER WEEK: 5, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: GENERATE MEDIA CONTENT FOR PROMOTION OF BASEBALL IN OKLAHOMA;

Exams

• S66 Uniform Combined State Law Examination
  2019-03-04

Other Names

• Brandon Robert Schultz