Thomas Caine Shultz

Current Employers

Employment History

• 06/2011 → 05/2017
  Futurity First Ins Grp
  Scottsdale, AZ
• 05/2014 → 05/2017
  Proequities, Inc.
  Scottsdale, AZ
• 06/2018 → 01/2021
  Coastal Equities, Inc.
  Wilmington, DE
• 06/2018 → 01/2021
  Coastal Investment Advisors, Inc
  Wilmington, DE
• 07/2017 → Present
  Lyfebeast, Llc
  Scottsdale, AZ
• 01/2021 → 06/2023
  Titan Securities
  Addison, TX
• 06/2023 → Present
  Realta Equities, Inc.
  Wilmington, DE
• 06/2023 → Present
  Realta Investment Advisors, Inc.
  Wilmington, DE

Previous Registrations

• 2021-09-30 → 2023-06-30
  Titan Securities
  Scottsdale, AZ
  Plano, TX
  Scottsdale, AZ
• 2018-07-17 → 2021-01-27
  Realta Investment Advisors, Inc
  Scottsdale, AZ
  Wilmington, DE
  Scottsdale, AZ
• 2014-07-15 → 2017-06-20
  Concourse Financial Group Securities, Inc.
  Scottsdale, AZ
  Scottsdale, AZ

Other Businesses

(1) LYFEBEAST, LLC dba; SCOTTSDALE, AZ; INVESTMENT AND INSURANCE RELATED; WWW.LYFEBEAST.COM; MANAGING PARTNER;COMMISSIONS/OVERRIDES; OWNER AND OPERATOR OF THE COMPANY; 40+ HOURS PER WEEK DURING NORMAL TRADING HOURS. (2)LYFEADVISORS, dba FOR INVESTMENT ADVISORY; WWW.LYFEADVISORS.COM; MANAGING PARTNER; OWNER AND OPERATOR; 40+ HOURSPER WEEK DURING NORMAL TRADING HOURS. (3) SRO, LLC; MAITLAND, FL; INDEPENDENT MARKETING ORGANIZATION FOR INSURANCESALES, LEAD GENERATION PROGRAM; SROMARKETING.COM; CHIEF MARKETING OFFICER; OVERRIDES FROM INSURANCE AGENTSCONTRACTED; 1/3 OWNER AND OPERATOR; 20+ HOURS PER WEEK DURING NORMAL TRADING HOURS. (4) HOMESMART; SCOTTSDALE, AZ;REALTOR; COMMISSIONS FROM SALE OF REAL ESTATE; 40+ HOURS PER WEEK DURING NORMAL TRADING HOURS. (5) GORDON MARKETING;NOBLESVILLE, IN; INSURURANCE SALES NATIONAL MARKETING ORGANIZATION; WWW.GORDONMARKETING.COM; CONTRACTEDINSURANCE AGENT; COMMISSIONS/OVERRIDES; 40+ HOURS PER WEEK DURING NORMAL TRADING HOURS. (6) LYFEBEAST, LLC dba; AZMEDICARE; MEDICARE EDUCATIONAL WORKSHOPS; WWW.AZMEDICARE.ORG; MANAGING PARTNERS OF AZMEDICARE101; COMMISSIONS; OWNER AND OPERATOR; 40 HOURS PER WEEK DURING NORMAL TRADING HOURS. (7) REALTA INVESTMENT ADVISORS, INC.; WILMINGTON, DE; INVESTMENT ADVISORY SERVICES, INVESTMENT ADVISOR REPRESENTATIVE; WWW.REALTAWEALTH.COM; COMPENSATION IN THE FOR OF FEES; 40 HOURS PER WEEK DURING NORMAL TRADING HOURS. (8) TNMEDICARE101.ORG; START: 10/2025; 840 CRESCENT CENTRE DRIVE STE 530 FRANKLIN, TN 37067; WWW.TNMEDICARE101.ORG/WWW.TENNESSEEMEDICARE101.ORG; NOT INVESTMENT RELATED; NO COMPENSATION; MANAGING PARTNER/HOST EDUCATIONAL WORKSHOPS FOR MEDICARE IN STATE OF TN; 40 HOURS PER MONTH NONE DURING NORMAL TRADING HOURS.

Exams

• S66 Uniform Combined State Law Examination
  2014-06-30
• S63 Uniform Securities Agent State Law Examination
  2009-08-10

Other Names

• Thomas Shultz