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Robert Vincent Schultz

Raymond James Financial Services Advisors, Inc

Snohomish, WA

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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-05-05
WA RA APPROVED 2022-05-05
  • TX RA
    APPROVED
    Since 2022-05-05
  • WA RA
    APPROVED
    Since 2022-05-05

Branch Locations

417 Maple Ave, Snohomish, WA 98290 • 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
Edward Jones St Louis MO 04/2017 05/2022
Granite Falls Premier Real Estate Granite Falls WA 10/2016 04/2017
Century 21 North Homes Realty Lynnwood WA 08/2016 10/2016
Raymond James Financial Services Inc Snohomish WA 05/2022 Present
Raymond James Financial Services Advisors Snohomish WA 05/2022 Present
Schultz Financial Partners, Llc Snohomish WA 05/2022 Present
  • 04/2017 → 05/2022
    Edward Jones
    St Louis, MO
  • 10/2016 → 04/2017
    Granite Falls Premier Real Estate
    Granite Falls, WA
  • 08/2016 → 10/2016
    Century 21 North Homes Realty
    Lynnwood, WA
  • 05/2022 → Present
    Raymond James Financial Services Inc
    Snohomish, WA
  • 05/2022 → Present
    Raymond James Financial Services Advisors
    Snohomish, WA
  • 05/2022 → Present
    Schultz Financial Partners, Llc
    Snohomish, WA
Previous Registrations
  • 2017-08-18 → 2022-05-06
    Edward Jones
    Granite Falls, WA
    St Louis, MO
    Oak Harbor, WA
    Lake Stevens, WA
    Everett, WA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-06-10
  • S66 Uniform Combined State Law Examination
    2017-06-10

View on SEC IAPD

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THRIVENT INVESTMENT MANAGEMENT INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
INTEGRATED WEALTH CONCEPTS LLC

Other Investors

Kenneth M Snypp
Charles Darius Wiese
Krystal Ashley Schultz
Douglas Shaw
Sterling Marshall Alan Gurney
Gregory Lee Knott
Kevin Sherwood Brady Jr
Kelly Reid Tannhauser

Other Offices

EDWARD JONES · SNOHOMISH, WA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SNOHOMISH, WA
EDWARD JONES · SNOHOMISH, WA
EDWARD JONES · Snohomish, WA
THRIVENT INVESTMENT MANAGEMENT INC. · LAKE STEVENS, WA
EDWARD JONES · Lake Stevens, WA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · LAKE STEVENS, WA
EDWARD JONES · LAKE STEVENS, WA

More in Snohomish, WA

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