GREG A SCHULTHEIS is an investment adviser representative (IAR) with state registration records since 2018, appearing at 5 firms. Currently registered with CWM, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CWM, LLC | 2024-07-16 | present | Yes |
| GELLER ADVISORS LLC | 2023-08-02 | 2024-05-15 | — |
| PARK AVENUE SECURITIES LLC | 2021-12-16 | 2023-03-15 | — |
| MML INVESTORS SERVICES, LLC | 2021-08-12 | 2021-10-12 | — |
| GOLDMAN SACHS WEALTH SERVICES, L.P. | 2018-07-17 | 2021-06-30 | — |