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
Justin Tyler Schultes
Certified Financial Planner
Feed of 09/14/2026
At current firm
4 y
since Apr 20, 2022
In the industry
10 y
since Feb 1, 2016 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
4
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
3
dated events on this person
Registration history
IAPD current and previous registrations
- Cwm, LLC BD affiliated currentsince Apr 20, 2022 · Cedar Rapids, Ia
- Cetera Investment Advisers LLC BD affiliatedJun 29, 2023 to May 8, 2025 · Cedar Rapids, Ia
- Cetera Advisor Networks LLC formerApr 20, 2022 to Jun 29, 2023 · Cedar Falls, Ia
- LPL Financial LLC BD affiliatedAug 10, 2018 to May 23, 2022 · Cedar Rapids, Ia
- Cambridge Investment Research Advisors, Inc. BD affiliatedJun 16, 2016 to Sep 7, 2018 · Cedar Rapids, Ia
Moves
a registration end followed by a registration begin elsewhere
- Cetera Investment Advisers LLC to no registered destinationleft May 8, 2025 · Departure, no registered destination
- Cetera Advisor Networks LLC to Cwm, LLCleft Jun 29, 2023, registered Apr 20, 2022 (-435 days) · Affiliated broker-dealer or bank to another · moved with a team
- LPL Financial LLC to Cetera Advisor Networks LLCleft May 23, 2022, registered Apr 20, 2022 (-33 days) · RIA to affiliated broker-dealer or bank
- Cambridge Investment Research Advisors, Inc. to LPL Financial LLCleft Sep 7, 2018, registered Aug 10, 2018 (-28 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
Signals
- Justin Tyler Schultes no longer registered at Cetera Investment Advisers Llc; no later IA registration on IAPDMay 8, 2025 · Advisor departure · fact
- Justin Tyler Schultes left Cetera Advisor Networks Llc for Cwm, Llc (registered 2022-04-20)Jun 29, 2023 · Advisor changed firm · fact
- Justin Tyler Schultes left Lpl Financial Llc for Cetera Advisor Networks Llc (registered 2022-04-20)May 23, 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 10derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address