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PA

Paul G. Ahern

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CRD#: 1617494
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 Gerard Ahern, who also goes by Paul G Ahern, Paul Gerard Ahern Mr., Paul Gerard Ahern, was a registered financial professional .

Paul is a previously registered financial professional and started their career in finance in 1987. Paul had worked at 7 firms and has passed the Series 63, Series 65 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Paul G Ahern | Paul Gerard Ahern Mr. | Paul Gerard Ahern

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 24, 2009 - January 3, 2011

C3 CAPITAL, LLC

BD
CRD#: 119155
NEW YORK, NY
Past

March 24, 2006 - August 27, 2009

OBS BROKERAGE SERVICES, INC.

BD
CRD#: 104281
WHITEHOUSE, OH
Past

June 10, 2003 - May 7, 2020

WINSLOW GROUP, LLC

RIA
CRD#: 126946
PENOBSCOT, ME
Past

August 14, 1995 - February 28, 2002

DIRIGO INVESTMENTS, INC.

BD
CRD#: 27264
ELLSWORTH, ME
Past

May 18, 1990 - August 12, 1993

ROBERT THOMAS SECURITIES, INC

BD
CRD#: 10147
ST. PETERSBURG, FL
Past

September 12, 1988 - May 21, 1990

WINSLOW INVESTMENT COMPANY

BD
CRD#: 10158
Past

April 1, 1987 - September 22, 1988

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
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: 11/5/2009
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 12/27/2002
Uniform Investment Adviser Law Examination
General Industry/Product Exam

Current Firm


CC
C3 CAPITAL, LLC
C3 CAPITAL, LLC

CRD#: 119155 / SEC#: , 8-65150

BD
Terminated by SEC on 03/04/2011
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Contact information


Main Address
Mailing Address
Phone number
Established
New York since 01/27/2000
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
BANAT, CATHERINE SANDRACHIEF COMPLIANCE OFFICER/CEO2320472
MATTERA, RICHARD JOSEPHFINOP2246513

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


C3 CAPITAL, LLC

CRD#: 119155

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