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8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-02-04 |
Branch Locations
255 Battery Street, San Francisco, CA 94111 • United States
75 N. Fair Oaks Ave Suite 400, Pasadena, CA 91103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Citizens Investor Services | Raleigh | NC | 09/2024 | Present |
| First Citizens Bank | San Francisco | CA | 04/2023 | 09/2024 |
| Silicon Valley Bank | San Francisco | CA | 07/2021 | 03/2023 |
| Boston Private Bank | San Francisco | CA | 01/2017 | 07/2021 |
| Wells Fargo Bank | San Francisco | CA | 04/2008 | 01/2017 |
SCHULTES REAL ESTATE POSITION: Owner/Co-Owner NATURE: Personal/Family Business (DBA, Family Farm, LLC, LLP, Sole Proprietorship, etc.) INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2022 ADDRESS: 2173 Nelda Way, Alamo CA 94507, United States DESCRIPTION: My Wife (Sue Schultes) is a real estate agent with Compass RE in San Francisco, CA. in 2022 she shifter her business from a schedule C real estate agent business to an 1120S tax format. In doing so she made me a 1% Partner / owner. I literally have no involvement in this business and receive no salary, distribution or any other type of compensation. I make no decisions related to this business. I am on there for estate planning purposes only.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-03 |
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