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Eric Schultz

Ameriprise Financial Services, LLC

Naples, FL

Naples, FL

Annapolis, MD

Bethesda, MD

Potomac, MD

Vienna, VA

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Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-01-09
VA RA APPROVED 2025-01-24
MD RA APPROVED 2024-07-24
  • FL RA
    APPROVED
    Since 2026-01-09
  • VA RA
    APPROVED
    Since 2025-01-24
  • MD RA
    APPROVED
    Since 2024-07-24

Branch Locations

Naples, FL • United States

Naples, FL • United States

200 Westgate Cir Ste 400, Annapolis, MD 21401 • United States

7500 Old Georgetown Rd Ste1200, Bethesda, MD 20814-6133 • United States

Potomac, MD • United States

8045 Leesburg Pike Ste 500, Vienna, VA 22182 • 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
Doyle & Schultz, Llp Rockville MD 02/2000 03/2021
Hd Vest Financial Services Rockville MD 11/2015 06/2019
Hd Vest Advisory Services Rockville MD 10/2017 06/2019
Lpl Financial Llc Rockville MD 06/2019 07/2024
Ameriprise Financial Services, Llc Bethesda MD 07/2024 Present
  • 02/2000 → 03/2021
    Doyle & Schultz, Llp
    Rockville, MD
  • 11/2015 → 06/2019
    Hd Vest Financial Services
    Rockville, MD
  • 10/2017 → 06/2019
    Hd Vest Advisory Services
    Rockville, MD
  • 06/2019 → 07/2024
    Lpl Financial Llc
    Rockville, MD
  • 07/2024 → Present
    Ameriprise Financial Services, Llc
    Bethesda, MD
Previous Registrations
  • 2019-06-18 → 2024-07-30
    Lpl Financial Llc
    Marietta, GA
    Potomac, MD
    Rockville, MD
    Rockville, MD
  • 2017-10-02 → 2019-06-28
    Avantax Advisory Services
    Rockville, MD
    Dallas, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-09-14
S63 Uniform Securities Agent State Law Examination 1986-12-03
  • S65 Uniform Investment Adviser Law Examination
    2017-09-14
  • S63 Uniform Securities Agent State Law Examination
    1986-12-03
Other Names
  • Eric Grant Schultz
  • Eric G Schultz
  • Eric Schultz

View on SEC IAPD

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