Nolan D Schultz

Current Employers

Employment History

• 07/2017 → 10/2021
  Charles Schwab & Co., Inc.
  New York, NY
• 09/2015 → 04/2017
  Igloo Frozen Custard
  Lafayette, IN
• 05/2015 → 01/2017
  Centerpoint Wealth Management, Llc
  Zionsville, IN
• 08/2013 → 05/2017
  Purdue University
  West Lafayette, IN
• 05/2017 → 07/2017
  Unemployed
  Carmel, IN
• 10/2018 → 10/2021
  Charles Schwab Bank, Ssb
  New York, NY
• 11/2021 → Present
  Carson Wealth
  Highlands Ranch, CO
• 11/2021 → Present
  Cwm, Llc
  Omaha, NE
• 11/2021 → 05/2025
  Cetera Advisor Networks
  El Segundo, CA

Previous Registrations

• 2017-12-12 → 2021-11-14
  Charles Schwab & Co., Inc.
  Indianapolis, IN
  New York City, NY
  New York City, NY
  Red Bank, NJ

Other Businesses

NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 03/2019; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH & ACCIDENT; NAME OF OTHER BUSINESS: EPICURUS HOLDINGS, LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: ENTITY USED FOR PAYROLL PURPOSES; START DATE: 11/2021; POSITION/TITLE/RELATIONSHIP: ASSOCIATE WEALTH ADVISOR; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32; BRIEF DESCRIPTION OF DUTIES: USED BY EMPLOYER FOR PAYROLL PURPOSES

Exams

• S66 Uniform Combined State Law Examination
  2017-12-12

Designations