# PATRICK GERARD SCHULTZ

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.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CONCURRENT INVESTMENT ADVISORS, LLC](https://search.stillhousedata.com/firm/323135) | 2025-05-20 | present | Yes |
| [C F PARKS INC](https://search.stillhousedata.com/firm/109843) | 2025-01-15 | 2025-04-30 | — |
| [HOBART PRIVATE CAPITAL, LLC](https://search.stillhousedata.com/firm/168494) | 2024-09-05 | 2025-01-15 | — |
| [NEUBERGER BERMAN BD LLC](https://search.stillhousedata.com/firm/2908) | 2023-04-10 | 2024-08-15 | — |
| [DOMINGUEZ WEALTH MANAGEMENT SOLUTIONS, INC.](https://search.stillhousedata.com/firm/173083) | 2019-10-23 | 2023-03-30 | — |
| [NEW YORK LIFE INVESTMENT MANAGEMENT LLC](https://search.stillhousedata.com/firm/109591) | 2007-01-03 | 2019-09-04 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4926144)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4926144.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.