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Richard Bryon Schultz

Pacific Investment Research

Orange, CA

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Current Employers
Pacific Investment Research

942 E. Chapman Ave., Orange, CA 92866 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-12-04
  • CA RA
    APPROVED
    Since 2025-12-04

Branch Locations

942 E. Chapman Ave., Orange, CA 92866 • 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
Schultz Financial Management Corporation Santa Ana CA 08/2003 Present
  • 08/2003 → Present
    Schultz Financial Management Corporation
    Santa Ana, CA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1991-04-15
  • S63 Uniform Securities Agent State Law Examination
    1991-04-15
Designations

View on SEC IAPD

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Other Offices

TRANSAMERICA FINANCIAL ADVISORS, LLC · ORANGE, CA
TRANSAMERICA FINANCIAL ADVISORS, LLC · Orange, CA
ARIS FUND I · ORANGE, CA
TRANSAMERICA FINANCIAL ADVISORS, LLC · ORANGE, CA
LPL FINANCIAL LLC · ORANGE, CA
PFS INVESTMENTS INC. · ORANGE, CA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Orange, CA
B.B. GRAHAM & COMPANY, INC. · ORANGE, CA

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