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Aaron John Schulz

Equitable Advisors, LLC

Independence, OH

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Current Employers
Equitable Advisors, Llc

1345 Avenue Of The Americas, New York, NY 10105 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-02-04
  • OH RA
    APPROVED
    Since 2026-02-04

Branch Locations

6050 Oak Tree Blvd Suite 320, Independence, OH 44131 • 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
Highland Landscape Supply Highland Heights OH 03/2021 08/2025
Tall Oaks Resort Kirtland OH 05/2024 08/2024
Miami University Oxford OH 08/2022 05/2025
Unemployed Kirtland OH 01/2016 03/2021
Unemployed Kirtland OH 09/2025 01/2026
Equitable Advisors, Llc New York NY 01/2026 Present
  • 03/2021 → 08/2025
    Highland Landscape Supply
    Highland Heights, OH
  • 05/2024 → 08/2024
    Tall Oaks Resort
    Kirtland, OH
  • 08/2022 → 05/2025
    Miami University
    Oxford, OH
  • 01/2016 → 03/2021
    Unemployed
    Kirtland, OH
  • 09/2025 → 01/2026
    Unemployed
    Kirtland, OH
  • 01/2026 → Present
    Equitable Advisors, Llc
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-25
  • S66 Uniform Combined State Law Examination
    2025-11-25
Other Names
  • Aaron Schulz

View on SEC IAPD

Other Firms

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SWP INVESTMENT MANAGEMENT LLC
EDGEWATER CAPITAL PARTNERS
GATEPASS CAPITAL, LLC
SPINNAKER FINANCIAL GROUP, LLC
APPALOOSA WEALTH MANAGEMENT LLC
BURNS FINANCIAL ADVISORS, INC.
M HOLDINGS SECURITIES, INC.

Other Investors

SEAN ALLEN ORICK
JAVIER ENRIQUE CORDERO CONDE
DAVID R ABATE
PETER JAMES BRUNTON
BRIAN EUGENE MARTIN
MARK M TEPPER
ANTHONY A ZABIEGALA
MICHAEL T NOWACKI

Other Offices

STRATEGIC WEALTH PARTNERS, LTD. · INDEPENDENCE, OH
SWP INVESTMENT MANAGEMENT LLC · INDEPENDENCE, OH
EDGEWATER CAPITAL PARTNERS · INDEPENDENCE, OH
GATEPASS CAPITAL, LLC · INDEPENDENCE, OH
SPINNAKER FINANCIAL GROUP, LLC · INDEPENDENCE, OH
APPALOOSA WEALTH MANAGEMENT LLC · INDEPENDENCE, OH
BURNS FINANCIAL ADVISORS, INC. · INDEPENDENCE, OH
M HOLDINGS SECURITIES, INC. · Cleveland, OH

More in Independence, OH

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