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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-05-16 |
| WA | RA | APPROVED | 2022-05-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 04/2018 | 05/2022 |
| New Day Community Counseling, Llc | Granite Falls | WA | 07/2015 | 04/2018 |
| Schultz Financial Partners Llc | Snohomish | WA | 05/2022 | Present |
| Raymond James Financial Services, Inc | Snohomish | WA | 05/2022 | Present |
| Raymond James Financial Services Advisors, Inc | Snohomish | WA | 05/2022 | Present |
| N/A | Mukilteo | WA | 05/2023 | 05/2025 |
(1)Name of Business: Schultz Financial Partners, LLC Address: 417 Maple Ave, Snohomish, WA, 98290-2503, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 05/05/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner/Financial Advisor in charge of maintaining the business licenses and all excise taxes
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-01 |
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