William Schultz

Raymond James & Associates, Inc.

St. Petersburg, FL

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Current Employers

Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-02-03
FL	RA	APPROVED	2026-01-27

TX RA
APPROVED

Since 2026-02-03
FL RA
APPROVED

Since 2026-01-27

Branch Locations

200 Central Avenue 24Th Floor, St. Petersburg, FL 33701 • 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

Organization	City	State	From	To
Td Ameritrade	Jersey City	NJ	07/2016	01/2018
Wells Fargo Clearing Services Llc	Westfield	NJ	01/2018	04/2021
Truist Investment Services Inc	Atlanta	GA	04/2021	01/2026
Truist Advisory Services, Inc	Atlanta	GA	04/2021	01/2026
Raymond James & Associates, Inc.	Saint Petersburg	FL	01/2026	Present

07/2016 → 01/2018

Td Ameritrade

Jersey City, NJ
01/2018 → 04/2021

Wells Fargo Clearing Services Llc

Westfield, NJ
04/2021 → 01/2026

Truist Investment Services Inc

Atlanta, GA
04/2021 → 01/2026

Truist Advisory Services, Inc

Atlanta, GA
01/2026 → Present

Raymond James & Associates, Inc.

Saint Petersburg, FL

Previous Registrations

2021-04-20 → 2026-01-07

Truist Advisory Services, Inc.

Newtown, PA
2018-01-18 → 2021-04-19

Wells Fargo Clearing Services, Llc

Westfield, NJ

St. Louis, MO

Paramus, NJ

Short Hills, NJ

Jenkintown, PA

Yardley, PA
2016-09-13 → 2018-01-11

Td Ameritrade, Inc.

Langhorne, PA

Newtown, PA

Raleigh, NC

Jersey City, NJ
2016-09-13 → 2018-01-11

Td Ameritrade Investment Management, Llc

Langhorne, PA

Newtown, PA
2011-03-30 → 2016-06-28

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Pennington, NJ

Raleigh, NC

Raleigh, NC
2010-09-10 → 2011-02-24

Voya Financial Advisors, Inc.

Philadelphia, PA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2010-09-01
S63	Uniform Securities Agent State Law Examination	2010-08-02

S65 Uniform Investment Adviser Law Examination

2010-09-01
S63 Uniform Securities Agent State Law Examination

2010-08-02

Designations

Other Names

Bill Lawrence Schultz
Billy Lawrence Schultz
Bill Lawrence Schultz
William Lawrence Schultz
Bill ^ ^
Billy ^ ^

View on SEC IAPD

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Other Offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · SAINT PETERSBURG, FL

RAYMOND JAMES & ASSOCIATES, INC. · ST. PETERSBURG, FL

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · ST. PETERSBURG, FL

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · ST.PETERSBURG, FL

RAYMOND JAMES INVESTMENT MANAGEMENT · St. Petersburg, FL

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Saint Petersburg, FL

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Saint Petersburg, FL

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