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Austin M Smith

Schulz Wealth, Ltd.

Mansfield, TX

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Current Employers
Schulz Wealth, Ltd.

560 N. Walnut Creek Suite 120, Mansfield, TX 76063 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2018-08-06
  • TX RA
    APPROVED
    Since 2018-08-06

Branch Locations

560 N. Walnut Creek Suite 120, Mansfield, TX 76063 • 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
Shulz Wealth Ltd Mansfield TX 03/2018 Present
Tcg Advisors West Lake Hills TX 07/2017 03/2018
Intrust Fiduciary Austin TX 10/2016 04/2017
South Western Georgetown TX 08/2000 08/2017
  • 03/2018 → Present
    Shulz Wealth Ltd
    Mansfield, TX
  • 07/2017 → 03/2018
    Tcg Advisors
    West Lake Hills, TX
  • 10/2016 → 04/2017
    Intrust Fiduciary
    Austin, TX
  • 08/2000 → 08/2017
    South Western
    Georgetown, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-08-06
  • S65 Uniform Investment Adviser Law Examination
    2018-08-06
Designations

View on SEC IAPD

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Other Offices

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AMERIPRISE FINANCIAL SERVICES, LLC · Mansfield, TX
ADVISOR RESOURCE COUNCIL · MANSFIELD, TX
MOMENTUM INDEPENDENT NETWORK INC. · MANSFIELD, TX
AE WEALTH MANAGEMENT, LLC · Mansfield, TX
AE WEALTH MANAGEMENT, LLC · Mansfield, TX
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