Patrick R. Schultz
Professional summary
Patrick R Schultz, who also goes by Patrick Robert Schultz, is a registered financial professional currently at GRANT WILLIAMS L.P. located in Philadelphia, Pennsylvania.
Patrick is registered as a RR (Registered Representative) and started their career in finance in 2021. Patrick has worked at 2 firms and has passed the Series 66, SIE and Series 7TO exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Patrick R Schultz's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 1, 2023 - Present
GRANT WILLIAMS L.P.
Office #1: 1650 Market Street 53rd Floor, Philadelphia, PA 19103August 18, 2021 - April 22, 2023
J.P. MORGAN SECURITIES LLC
January 5, 2021 - April 22, 2023
J.P. MORGAN SECURITIES LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(12/1/2023)
Exams
Series 7TO
Date: 8/3/2021
General Securities Representative ExaminationFINRA
Current Firm
GRANT WILLIAMS L.P.
CRD#: 45961 / SEC#: , 8-51249
Contact information
FINRA licenses (20 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| PORTFOLIO SOLUTIONS LLC | SHAREHOLDER | |
| GRANT, STEVEN TAYLOR | PRESIDENT, CEO, CCO, CFO | 826826 |
| GRW, INC. | GENERAL PARTNER |
Disclosures
| Regulatory Event | 2 |
Red Flags
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