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ES

Eric V. Schultz

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CRD#: 1978124
ES

Professional summary


Eric Vonn Schultz was barred by both the FINRA and the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Eric is a previously registered financial professional and started their career in finance in 1989. Prior to being barred, Eric had worked at 6 firms, which includes SCHOFF & BAXTER INC., GLENFED BROKERAGE SERVICES, FIMCO SECURITIES GROUP INC., GREAT WESTERN FINANCIAL SECURITIES CORPORATION, OSAIC WEALTH INC., INTEGRATED RESOURCES EQUITY CORPORATION.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

September 22, 1997 - March 13, 2000

SCHOFF & BAXTER, INC.

BD
CRD#: 3290
BURLINGTON, IA
Past

July 12, 1995 - September 15, 1997

GLENFED BROKERAGE SERVICES

BD
CRD#: 13648
GLENDALE, CA
Past

April 7, 1995 - June 20, 1995

FIMCO SECURITIES GROUP, INC.

BD
CRD#: 30343
PORT WASHINGTON, WI
Past

June 10, 1994 - February 2, 1995

GREAT WESTERN FINANCIAL SECURITIES CORPORATION

BD
CRD#: 14229
NORTHRIDGE, CA
Past

March 21, 1991 - June 7, 1994

GREAT WESTERN FINANCIAL SECURITIES CORPORATION

BD
CRD#: 14229
NORTHRIDGE, CA
Past

November 19, 1989 - June 11, 1991

OSAIC WEALTH, INC.

BD
CRD#: 23131
SCOTTSDALE, AZ
Past

August 22, 1989 - November 19, 1989

INTEGRATED RESOURCES EQUITY CORPORATION

BD
CRD#: 6403

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 5/11/1998
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


S&
SCHOFF & BAXTER, INC.
SCHOFF & BAXTER, INC.

CRD#: 3290 / SEC#: , 8-16177

BD
Terminated by SEC on 11/29/2004
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Contact information


Main Address
Mailing Address
Phone number
Established
Iowa since 03/08/1968
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
BAXTER, HARRY YOUNGSCEO/PRESIDENT700110
HART, EDDIE DEANVICE PRESIDENT1304298

Disclosures


Regulatory Event8
Civil Event1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


SCHOFF & BAXTER, INC.

CRD#: 3290

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