Ryan Patrick Schutz

Current Employers

First There Financial

Greenville, SC • United States

Current Registrations

Authority	Category	Status	Date
SC	RA	APPROVED	2026-07-27

SC RA
APPROVED

Since 2026-07-27

Branch Locations

Greenville, SC • 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
Bernard Robinson And Company Llp	Greensboro	NC	03/2025	Present
Internal Revenue Service - Criminal Investigation	Brooklyn	NY	06/2023	03/2025
Internal Revenue Service	Brooklyn	NY	06/2019	06/2023
Andersen Tax Llc	New York	NY	06/2016	06/2019

03/2025 → Present

Bernard Robinson And Company Llp

Greensboro, NC
06/2023 → 03/2025

Internal Revenue Service - Criminal Investigation

Brooklyn, NY
06/2019 → 06/2023

Internal Revenue Service

Brooklyn, NY
06/2016 → 06/2019

Andersen Tax Llc

New York, NY

Other Businesses

Name: First There Tax LLC Investment-related: No Address: 122 Wedgewood Drive, Greenville, SC 29609 Nature: Tax Preparation Position: Managing Member Title: Co-Founder Start Date: May 2026 Hours per Month: 80-160 Hours per Day during Trading Hours: 4-8 Duties: Provide tax preparation and planning services to individuals and small businesses

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-06-10

S65 Uniform Investment Adviser Law Examination

2026-06-10