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PL

Paul S. Lynch

Some features on this profile are disabled
CRD#: 1973177
PL

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 Scott Lynch was a registered financial professional .

Paul is a previously registered financial professional and started their career in finance in 1989. Paul had worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 8, Series 27, Series 53, Series 4 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

January 28, 2011 - March 19, 2015

CHURCHILL STATESIDE SECURITIES, LLC

BD
CRD#: 154603
ATLANTA, GA
Past

November 21, 2007 - February 14, 2011

LIHTC SECURITIES, LLC

BD
CRD#: 13178
ALTANTA, GA
Past

September 16, 2004 - November 12, 2007

MIDSOUTH CAPITAL, INC.

RIA
CRD#: 35039
ATLANTA, GA
Past

September 16, 2004 - November 12, 2007

MIDSOUTH CAPITAL, INC.

BD
CRD#: 35039
ATLANTA, GA
Past

April 9, 2003 - September 14, 2004

TRUIST INVESTMENT SERVICES, INC.

RIA
CRD#: 17499
ATLANTA, GA
Past

November 21, 2002 - September 14, 2004

TRUIST INVESTMENT SERVICES, INC.

BD
CRD#: 17499
ATLANTA, GA
Past

November 21, 2001 - November 20, 2002

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

BD
CRD#: 13609
CEDAR RAPIDS, IA
Past

July 22, 1991 - April 4, 2001

QUICK & REILLY, INC.

BD
CRD#: 11217
NEW YORK, NY
Past

July 17, 1989 - March 28, 1991

NATIONSBANC SECURITIES OF GEORGIA, INC.

BD
CRD#: 315

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: 11/14/2000
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 10/16/1989
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 3/19/2015
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/19/1989
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 8
Date: 6/27/1997
General Securities Sales Supervisor Examination (Options Module & General Module)
Principal/Supervisory Exam
RR
Series 27
Date: 1/24/1990
Financial and Operations Principal Examination
Principal/Supervisory Exam
RR
Series 53
Date: 10/16/1989
Municipal Securities Principal Examination
Principal/Supervisory Exam
RR
Series 4
Date: 9/12/1989
Registered Options Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 8/8/1989
General Securities Principal Examination

Current Firm

CS
CHURCHILL STATESIDE SECURITIES, LLC
AHTC SECURITIES, LLC | STATESIDE SECURITIES, LLC | CHURCHILL STATESIDE SECURITIES, LLC

CRD#: 154603 / SEC#: , 8-68652

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

Main Address
203 N Lasalle St, Suite 2100, Chicago, IL 60601
Mailing Address
203 N Lasalle St, Suite 2100, Chicago, IL 60601
Phone number
(404) 250-4190
Established
Georgia since 10/13/2009
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (41 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#
CHURCHILL STATESIDE GROUP,LLCMEMBER
STATESIDE CAPITAL, LLCMEMBER
CARR, DAVID GERARDFINOP, PFO, POO6560728
ELLIOTT, WENDY-SUECHIEF COMPLIANCE OFFICER5790567
SPIELER, GUY KEITHMUNICIPAL PRINCIPAL, PRESIDENT1497039

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

CHURCHILL STATESIDE SECURITIES, LLC

CRD#: 154603

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