Donald Christopher Schultheis is an investment adviser representative (IAR) with state registration records since 1999, appearing at 7 firms. Currently registered with CHARLES SCHWAB & CO., INC..
| Firm | From | To | Current |
|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 2023-11-17 | present | Yes |
| QUINCY WELLS ADVISORS, LLC | 2022-01-07 | 2022-01-12 | — |
| QUINCY WELLS ADVISORS, LLC | 2021-08-12 | 2021-12-31 | — |
| INVST, LLC | 2020-02-19 | 2020-03-03 | — |
| GOELZER INVESTMENT MANAGEMENT, INC. | 2016-05-04 | 2017-03-09 | — |
| SANCTUARY ADVISORS, LLC | 2015-08-11 | 2015-11-23 | — |
| SANCTUARY SECURITIES, INC. | 2015-04-06 | 2015-08-11 | — |
| CREDIT SUISSE ASSET MANAGEMENT, LLC | 1999-12-13 | 2005-10-11 | — |