Barrett O. Schultz
Professional summary
Barrett Oliver Schultz, who also goes by Barrett Creed, is a registered financial professional currently at REALTA EQUITIES, INC. located in Wilmington, Delaware.
Barrett is registered as a RR (Registered Representative) and started their career in finance in 1996. Barrett has worked at 5 firms and has passed the Series 63, SIE, Series 7, Series 6, Series 14 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Barrett Oliver Schultz's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 28, 2025 - Present
REALTA EQUITIES, INC.
Office #1: 1201 N. Orange Street Suite 729, Wilmington, DE 19801June 11, 2024 - March 10, 2025
ASHTON THOMAS SECURITIES, LLC
September 15, 2021 - May 30, 2024
REALTA EQUITIES, INC.
January 9, 2012 - September 11, 2021
MCNALLY FINANCIAL SERVICES CORPORATION
December 20, 2006 - May 9, 2018
ILG SECURITIES CORPORATION
April 22, 2005 - April 5, 2006
ILG SECURITIES CORPORATION
May 10, 1996 - May 18, 2004
USAA INVESTMENT SERVICES COMPANY
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(5/28/2025)
(6/6/2025)
(5/28/2025)
Exams
FINRA
Current Firm
REALTA EQUITIES, INC.
CRD#: 23769 / SEC#: , 8-40822
Contact information
FINRA licenses (52 States and Territories)
Disclosures
| Regulatory Event | 7 |
Red Flags
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Company Information
REALTA EQUITIES, INC.
CRD#: 23769Wilmington, DE 19801TRUST BUT VERIFY
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