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Paul J. Riley

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CRD#: 1459640
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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 Joseph Riley was a registered financial professional .

Paul is a previously registered financial professional and started their career in finance in 1990. Paul had worked at 4 firms and has passed the Series 63, Series 55 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

October 4, 2004 - December 16, 2013

THE WINCHESTER GROUP, INC.

BD
CRD#: 27704
NEW YORK, NY
Past

December 10, 2003 - October 27, 2004

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO
Past

October 8, 2002 - December 19, 2003

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

August 29, 2002 - September 13, 2002

DOMESTIC SECURITIES, INC.

BD
CRD#: 34721
MONTVALE, NJ
Past

November 1, 1990 - January 14, 2002

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY

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: 1/8/1991
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 55
Date: 11/4/2002
Limited Representative-Equity Trader Exam
General Industry/Product Exam

Current Firm


TW
THE WINCHESTER GROUP, INC.
C S SECURITIES, INC. | THE WINCHESTER GROUP, INC. | HENSHAW ADVISORS, INC.

CRD#: 27704 / SEC#: 801-37906, 8-43202

BD
Terminated by SEC on 02/14/2014
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 10/05/1990
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

WINCHESTER-FIRM BROCHURE (10/30/2013)

Direct owners and executive officers


NamePositionCRD#
CHERASHORE, IRVIN LEECHAIRMAN, DIRECTOR45389
MUELLER, RUDOLF JOHANNESPRESIDENT, CFO, DIRECTOR601732
SETTLE, THOMAS RANDALLDIRECTOR825251
NOLAN, CLARESENIOR VICE PRESIDENT, CORPORATE SECRETARY715809
CUSIC, MARIE LOUISECHIEF COMPLIANCE OFFICER59411

Disclosures


Regulatory Event3

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


THE WINCHESTER GROUP, INC.

CRD#: 27704

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