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Paul A. Bornstein

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CRD#: 1207952
PB

Professional summary


Paul Arthur Bornstein was barred by the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Paul is a previously registered financial professional and started their career in finance in 1983. Prior to being barred, Paul had worked at 10 firms, which includes SPENCER CLARKE LLC, PRIME CHARTER LTD., CONNECTICUT CAPITAL MARKETS LLC, FAM DISTRIBUTORS INC., SHAWMUT BROKERAGE INC., JOHN A. LEVIN & CO. INC., TOWER SQUARE SECURITIES INC., HAAS SECURITIES CORPORATION, CRALIN & CO. INC., GILFORD SECURITIES INCORPORATED.

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

February 14, 2003 - January 5, 2005

SPENCER CLARKE LLC

BD
CRD#: 41316
NORTH MIAMI, FL
Past

November 30, 2000 - December 4, 2001

PRIME CHARTER LTD.

BD
CRD#: 25668
NEW YORK, NY
Past

June 2, 1999 - November 27, 2000

CONNECTICUT CAPITAL MARKETS, LLC

BD
CRD#: 28353
GREENWICH, CT
Past

December 17, 1996 - November 18, 1998

FAM DISTRIBUTORS, INC.

BD
CRD#: 4100
NEW YORK, NY
Past

October 6, 1994 - February 12, 1996

SHAWMUT BROKERAGE, INC.

BD
CRD#: 17081
Past

January 28, 1993 - April 19, 1994

JOHN A. LEVIN & CO., INC.

BD
CRD#: 14184
NEW YORK, NY
Past

December 19, 1986 - December 3, 1992

TOWER SQUARE SECURITIES, INC.

BD
CRD#: 833
EL SEGUNDO, CA
Past

April 15, 1985 - November 10, 1986

HAAS SECURITIES CORPORATION

BD
CRD#: 2104
Past

September 26, 1984 - April 8, 1985

CRALIN & CO., INC.

BD
CRD#: 7605
Past

November 22, 1983 - September 27, 1984

GILFORD SECURITIES INCORPORATED

BD
CRD#: 8076

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
Series 63
Date: 12/27/1983
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


SC
SPENCER CLARKE LLC
SPENCER CLARKE L.P. | SPENCER CLARKE LLC

CRD#: 41316 / SEC#: , 8-49362

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information


Main Address
1801 N.e. 123rd St. Suite 314, North Miami, FL 33181
Mailing Address
1801 N.e. 123rd St. Suite 314, North Miami, FL 33181
Phone number
(305) 600-3268
Established
New York since 10/28/1998
Firm type
Limited Liability Company
Fiscal year end
March
Firm Size
Small
# of Employees

FINRA licenses (30 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
SPENCER CLARKE MANAGEMENT LLCHOLDING COMPANY
DRESCHER, REID HOWARDPRESIDENT & CEO, MANAGING MEMBER2115274
NIXON, JON ALANFINOP4710715
SMULEVITZ, CHARLES DAVIDCHIEF COMPLIANCE OFFICER5099387

Disclosures


Regulatory Event4

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


SPENCER CLARKE LLC

CRD#: 41316

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