WILLIAM JAMES SCHATZ is an investment adviser representative (IAR) with state registration records since 2003, appearing at 2 firms. Currently registered with ELLIOTT COVE CAPITAL MANAGEMENT.
| Firm | From | To | Current |
|---|---|---|---|
| LINCOLN INVESTMENT PLANNING, LLC | 2009-01-02 | 2025-12-22 | — |
| ELLIOTT COVE CAPITAL MANAGEMENT | 2003-05-12 | present | Yes |