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Paul V. Pintor

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CRD#: 2129905
PP

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 Vincent Pintor was a registered financial professional .

Paul is a previously registered financial professional and started their career in finance in 1991. Paul had worked at 5 firms and has passed the Series 63, Series 7 and Series 22 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 27, 2000 - August 3, 2000

MORGAN SPAULDING, INC.

BD
CRD#: 44604
DALLAS, TX
Past

October 19, 1999 - November 11, 1999

CAPSTONE PARTNERS, L.C.

BD
CRD#: 35784
ATLANTA, GA
Past

March 14, 1997 - April 6, 1999

PACIFIC CORTEZ SECURITIES INCORPORATED

BD
CRD#: 24341
SAN DIEGO, CA
Past

June 26, 1996 - January 6, 1997

LLOYD WADE SECURITIES INC.

BD
CRD#: 39653
DALLAS, TX
Past

January 2, 1996 - June 14, 1996

PACIFIC CORTEZ SECURITIES INCORPORATED

BD
CRD#: 24341
SAN DIEGO, CA
Past

March 22, 1991 - October 21, 1991

LACROIX ALEXANDER FINANCIAL CORP

BD
CRD#: 27705
NEWPORT BEACH, CA

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: 12/29/1995
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


MS
MORGAN SPAULDING, INC.
AXTEL FINANCIAL SERVICES, INC. | MORGAN SPAULDING, INC.

CRD#: 44604 / SEC#: , 8-50751

BD
Terminated by SEC on 02/01/2004
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Contact information


Main Address
Mailing Address
Phone number
Established
Texas since 01/02/1998
Firm type
Corporation
Fiscal year end
September
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
GROSS, JACKIE GLYNNPRESIDENT2128771
PAGE, BRANDON EDWARDCFO2710407

Disclosures


Regulatory Event1
Civil Event1

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


MORGAN SPAULDING, INC.

CRD#: 44604

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