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PA

Paul Antis

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CRD#: 1180259
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 Antis was a registered financial advisor .

Paul is a previously registered financial advisor and started their career in finance in 1983. Paul had worked at 7 firms and has passed the Series 65, Series 63, Series 7 and Series 24 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

May 13, 2010 - February 15, 2013

HAYDEN STONE & CO., LLC

BD
CRD#: 150872
PITTSBURGH, PA
Past

October 20, 2004 - March 30, 2010

GUNNALLEN FINANCIAL, INC

RIA
CRD#: 17609
PITTSBURGH, PA
Past

October 15, 2004 - March 30, 2010

GUNNALLEN FINANCIAL, INC

BD
CRD#: 17609
PITTSBURGH, PA
Past

July 1, 2003 - November 4, 2004

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO
Past

December 24, 1990 - July 1, 2003

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

August 14, 1989 - January 11, 1991

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

October 28, 1983 - August 28, 1989

KIDDER, PEABODY & CO. INCORPORATED

BD
CRD#: 7613
NEW YORK, NY
Past

August 23, 1983 - November 21, 1983

FINANCIAL ESTATE PLANNING, INC.

BD
CRD#: 287

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
IAR
Series 65
Date: 6/23/1992
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


HS
HAYDEN STONE & CO., LLC
HAYDEN STONE & CO. LLC | HAYDEN STONE ADVISORS, A DIVISION OF HAYDEN STONE & CO., LLC | HAYDEN STONE ADVISORS | HAYDEN STONE & CO., LLC

CRD#: 150872 / SEC#: , 8-68305

BD
Terminated by SEC on 01/26/2013
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Contact information


Main Address
Mailing Address
Phone number
Established
Pennsylvania since 08/17/2004
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
ANTIS, PAULOWNER/GEN SEC PRINCIPAL1180259
BEATON, DANIEL STEWARTFINANCIAL OPERATIONS PRINCIPAL4240769
PEARSON, KRISTIN MARIECCO/GEN SEC PRIN4522677

Disclosures


Regulatory Event1

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


HAYDEN STONE & CO., LLC

CRD#: 150872

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