DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Curt Arri Schultzberg
Feed of 09/14/2026
Also filed as Curt A Schultzberg
At current firm
3 y
since Dec 7, 2022
In the industry
32 y
since Jun 3, 1994 (earliest exam, job or registration)
Prior registered firms
7
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Orange Investment Advisors, Inc. independent RIA currentsince Dec 7, 2022 · Goshen, Ny
- American Portfolios Advisors, Inc formerNov 12, 2021 to Sep 27, 2022 · Holbrook, Ny
- Td Ameritrade, Inc. formerNov 27, 2019 to Jan 11, 2021 · Scarsdale, Ny
- Td Ameritrade Investment Management, LLC formerNov 27, 2019 to Dec 31, 2020 · Scarsdale, Ny
- American Portfolios Advisors, Inc formerMar 11, 2019 to Nov 11, 2019 · Holbrook, Ny
- People'S United Advisors, Inc. formerApr 3, 2018 to Jan 22, 2019 · New York, Ny
- People'S Securities, Inc. formerNov 3, 2016 to Jan 22, 2019 · Bridgeport, Ct
- Gerstein Fisher formerSep 22, 2015 to Nov 29, 2016 · New York, Ny
Moves
a registration end followed by a registration begin elsewhere
- American Portfolios Advisors, Inc to Orange Investment Advisors, Inc.left Sep 27, 2022, registered Dec 7, 2022 (71 days) · Affiliated broker-dealer or bank to independent RIA
- Td Ameritrade, Inc. to American Portfolios Advisors, Incleft Jan 11, 2021, registered Nov 12, 2021 (305 days) · Other
- Td Ameritrade Investment Management, LLC to Td Ameritrade, Inc.left Dec 31, 2020, registered Nov 27, 2019 (-400 days) · corporate re-registration, not a move
- American Portfolios Advisors, Inc to Td Ameritrade Investment Management, LLCleft Nov 11, 2019, registered Nov 27, 2019 (16 days) · RIA to RIA
- People'S Securities, Inc. to People'S United Advisors, Inc.left Jan 22, 2019, registered Apr 3, 2018 (-294 days) · Other
- People'S United Advisors, Inc. to American Portfolios Advisors, Incleft Jan 22, 2019, registered Mar 11, 2019 (48 days) · RIA to RIA
- Gerstein Fisher to People'S Securities, Inc.left Nov 29, 2016, registered Nov 3, 2016 (-26 days) · Other · moved with a team
Signals
- Curt Arri Schultzberg left American Portfolios Advisors, Inc for Orange Investment Advisors, Inc. (registered 2022-12-07)Sep 27, 2022 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 32derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address