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PS

Paul W. Shaum

ANDES CAPITAL GROUP
Los Angeles, CA 90036
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CRD#: 1898965
PS

Professional summary


Paul Wesley Shaum, who also goes by Paul Shaum, is a registered financial professional currently at ANDES CAPITAL GROUP, LLC located in Los Angeles, California.

Paul is registered as a RR (Registered Representative) and started their career in finance in 1988. Paul has worked at 9 firms and has passed the Series 65, Series 63, Series 7TO, SIE, Series 7, Series 16 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Paul Shaum

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) - BD


Click below to view Paul Wesley Shaum's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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


Current

March 18, 2021 - Present

ANDES CAPITAL GROUP, LLC

Office #1: 5200 Wilshire Blvd. Suite 560, Los Angeles, CA 90036
BD
CRD#: 139212
Los Angeles, CA
Past

October 30, 2019 - May 26, 2020

OCP CAPITAL, LLC

BD
CRD#: 143381
WELLINGTON, FL
Past

June 25, 2010 - June 17, 2011

MORGAN STANLEY

BD
CRD#: 149777
WESTPORT, CT
Past

June 16, 2010 - June 17, 2011

MORGAN STANLEY

RIA
CRD#: 149777
WESTPORT, CT
Past

June 13, 2007 - June 24, 2008

GE CAPITAL MARKETS, INC.

BD
CRD#: 13349
NEW YORK, NY
Past

November 20, 1996 - March 26, 2001

COWEN AND COMPANY

BD
CRD#: 7616
NEW YORK, NY
Past

June 24, 1994 - October 9, 1996

BANC OF AMERICA SECURITIES LLC

BD
CRD#: 26091
NEW YORK, NY
Past

July 8, 1991 - December 1, 1993

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NEW YORK, NY
Past

March 10, 1989 - May 30, 1991

SALOMON BROTHERS INC.

BD
CRD#: 740
NEW YORK, NY
Past

November 23, 1988 - October 24, 1989

DB ALEX. BROWN LLC

BD
CRD#: 17790
BALTIMORE, MD

State Registrations and Notice Filings


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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Connecticut
(3/18/2021)

Exams


State Security Law Exam
IAR
Series 65
Date: 12/9/2021
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 10/30/2019
General Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 16
Date: 6/24/1992
NYSE Supervisory Analyst Examination
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


AC
ANDES CAPITAL GROUP, LLC
ANDES CAPITAL GROUP, LLC

CRD#: 139212 / SEC#: , 8-67202

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


Main Address
205 West Wacker Drive Suite 610, Chicago, IL 60606
Mailing Address
205 West Wacker Drive Suite 610, Chicago, IL 60606
Phone number
(312) 376-4500
Established
Illinois since 08/03/2004
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 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#
POOLE, SEAN WILLIAMMEMBER7010269
MCGAUGH, RAYMOND SCOTTMEMBER2649886
SPEARS, CURTIS LAVELLPRESIDENT, CEO, CHIEF COMPLIANCE OFFICER, AML COMPLIANCE OFFICER4117812
LENART, BRIAN DOUGLASFINOP, CFO, PFO/POO736107
PEARLMAN, CRAIG ALANPRINCIPAL4456956

Disclosures


Regulatory Event2

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


ANDES CAPITAL GROUP, LLC

CRD#: 139212Los Angeles, CA 90036

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