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Paul J. Alar

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CRD#: 1103911
PA

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Paul John Alar was a registered financial advisor .

Paul is a previously registered financial advisor and started their career in finance in 1983. Paul had worked at 9 firms and has passed the Series 66, Series 63, Series 3 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

August 6, 2009 - June 25, 2015

WEST MOUNTAIN, LLC

RIA
CRD#: 144674
ATLANTA, GA
Past

November 28, 2005 - August 13, 2007

TETON INVESTMENT PARTNERS, LLC

BD
CRD#: 122569
ATLANTA, GA
Past

August 12, 2002 - December 1, 2005

THOMAS GROUP CAPITAL

BD
CRD#: 112901
ATLANTA, GA
Past

November 28, 2001 - August 1, 2002

LAMON & STERN, INC.

BD
CRD#: 10839
ATLANTA, GA
Past

January 13, 2001 - August 7, 2001

DEUTSCHE BANK SECURITIES INC.

BD
CRD#: 2525
NEW YORK, NY
Past

May 21, 1999 - January 13, 2001

DB ALEX. BROWN LLC

BD
CRD#: 17790
BALTIMORE, MD
Past

March 10, 1995 - April 14, 1999

CIBC WORLD MARKETS CORP.

BD
CRD#: 630
NEW YORK, NY
Past

January 5, 1984 - February 15, 1995

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NEW YORK, NY
Past

March 23, 1983 - December 27, 1983

HERETH, ORR & JONES, INC.

BD
CRD#: 7210

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 11/1/2007
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


WM
WEST MOUNTAIN, LLC
WEST MOUNTAIN, LLC

CRD#: 144674 / SEC#: 802-80888

Georgia
Registered Investment Advisory firm - (6/25/2015 Terminated)
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Contact information


Main Address
900 S. Federal Highway Suite 310, Stuart, FL 34994
Mailing Address
Phone number
(772) 254-8110
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Exempt reporting advisers


Exempt Reporting Advisers ("ERA") are investment advisers that are not required to register as investment advisers because they rely on certain exemptions from registration under sections 203(l) and 203(m) of the Investment Advisers Act of 1940 and related rules. Certain state securities regulatory authorities have similar exemptions based on state statutes or regulations. An ERA is required to file a report using Form ADV, but does not complete all items contained in Form ADV that a registered adviser must complete. Other state securities regulatory authorities require an ERA to register as an investment adviser and file a complete Form ADV. Below are the regulators with which an ERA report is filed.
SEC / JURISDICTIONREPORTING STATUSEFFECTIVE DATE
SECERA - Active1/15/2015

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


WEST MOUNTAIN, LLC

CRD#: 144674

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