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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)16 years in industry

William Schultz

Advisor at RAYMOND JAMES & ASSOCIATES, INC.

ST. PETERSBURG, FL

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:48 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Sep 10, 2010 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: RAYMOND JAMES & ASSOCIATES, INC.
Current firm class: national broker-dealer RIAderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 2, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Aug 2, 2010
First registration: Sep 10, 2010
Dual registered: yes, broker-dealer
Other names: BILL LAWRENCE SCHULTZ|BILLY LAWRENCE SCHULTZ|BILL LAWRENCE SCHULTZ|WILLIAM LAWRENCE SCHULTZ|BILL ^ ^|BILLY ^ ^
IAPD individual key: 5804842

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
RAYMOND JAMES & ASSOCIATES, INC.	National bd RIA	Jan 27, 2026	n/a	yes	ST. PETERSBURG, FL	Current employment
TRUIST ADVISORY SERVICES, INC.	Bd affiliated wealth	Apr 20, 2021	Jan 7, 2026	no	NEWTOWN, PA	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Jan 18, 2018	Apr 19, 2021	no	Westfield, NJ\|ST. LOUIS, MO\|PARAMUS, NJ\|SHORT HILLS, NJ\|YARDLEY, PA\|JENKINTOWN, PA	Previous registration
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Former SEC adviser	Sep 13, 2016	Jan 11, 2018	no	Langhorne, PA\|Newtown, PA	Previous registration
TD AMERITRADE, INC.	Former SEC adviser	Sep 13, 2016	Jan 11, 2018	no	Langhorne, PA\|Newtown, PA\|Raleigh, NC\|JERSEY CITY, NJ	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Mar 30, 2011	Jun 28, 2016	no	PENNINGTON, NJ\|RALEIGH, NC\|RALEIGH, NC	Previous registration
VOYA FINANCIAL ADVISORS, INC.	Bd affiliated wealth	Sep 10, 2010	Feb 24, 2011	no	PHILADELPHIA, PA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
TRUIST ADVISORY SERVICES, INC.	RAYMOND JAMES & ASSOCIATES, INC.	Jan 7, 2026	Jan 27, 2026	20	Firm change	Ibd to ibd
WELLS FARGO ADVISORS	TRUIST ADVISORY SERVICES, INC.	Apr 19, 2021	Apr 20, 2021	1	Firm change	Wirehouse to ibd
TD AMERITRADE, INC.	TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Jan 11, 2018	Sep 13, 2016	-485	Channel change	Other
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	TD AMERITRADE, INC.	Jan 11, 2018	Sep 13, 2016	-485	Firm change after gap	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Jun 28, 2016	Sep 13, 2016	77	Firm change	Other
VOYA FINANCIAL ADVISORS, INC.	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Feb 24, 2011	Mar 30, 2011	34	Firm change	Other

Relationships

Registered with (7)

→ RAYMOND JAMES & ASSOCIATES, INC.Registered adviserregistration: current employment
Jan 27, 2026 to presentfactForm ADV
→ TRUIST ADVISORY SERVICES, INC.Registered adviserregistration: previous registration
Apr 20, 2021 to Jan 7, 2026factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jan 18, 2018 to Apr 19, 2021factForm ADV
→ TD AMERITRADE INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Sep 13, 2016 to Jan 11, 2018factForm ADV
→ TD AMERITRADE, INC.Registered adviserregistration: previous registration
Sep 13, 2016 to Jan 11, 2018factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Mar 30, 2011 to Jun 28, 2016factForm ADV
→ VOYA FINANCIAL ADVISORS, INC.Registered adviserregistration: previous registration
Sep 10, 2010 to Feb 24, 2011factForm ADV

Dated events

Occurred
Jan 7, 2026
Advisor changed firm
William Schultz left Truist Advisory Services, Inc. for Raymond James & Associates, Inc. (registered 2026-01-27)
Form ADVobserved 6 days ago