PATRICK GERARD SCHULTZ is an investment adviser representative (IAR) with state registration records since 2007, appearing at 6 firms. Currently registered with CONCURRENT INVESTMENT ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CONCURRENT INVESTMENT ADVISORS, LLC | 2025-05-20 | present | Yes |
| C F PARKS INC | 2025-01-15 | 2025-04-30 | — |
| HOBART PRIVATE CAPITAL, LLC | 2024-09-05 | 2025-01-15 | — |
| NEUBERGER BERMAN BD LLC | 2023-04-10 | 2024-08-15 | — |
| DOMINGUEZ WEALTH MANAGEMENT SOLUTIONS, INC. | 2019-10-23 | 2023-03-30 | — |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 2007-01-03 | 2019-09-04 | — |