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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-24 |
| NY | RA | APPROVED | 2022-12-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | Saint Louis | MO | 02/2010 | 12/2022 |
| Cedarwood Financial Partners | Jamestown | NY | 12/2022 | 08/2026 |
| Commonwealth Financial Network | Waltham | MA | 12/2022 | Present |
| Shultz Wealth Management Llc | Jamestown | NY | 08/2026 | Present |
1. Fixed insurance sales, Frank Shultz; as of 11/4/2022, 5% of time spent during business hours; Conducted at branch location; Investment related. 2. Owner, Shultz Wealth Management LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 8/05/2026; 100% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-06-21 |
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