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Paul R. Coe

IMPERIAL CAPITAL
Los Angeles, CA 90067
Some features on this profile are disabled
CRD#: 2182198
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Professional summary


Paul Rowland Coe is a registered financial professional currently at IMPERIAL CAPITAL, LLC located in Los Angeles, California.

Paul is registered as a RR (Registered Representative) and started their career in finance in 1991. Paul has worked at 3 firms and has passed the Series 63, SIE, Series 7 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) - BD


Click below to view Paul Rowland Coe'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 21, 2000 - Present

IMPERIAL CAPITAL, LLC

Office #1: 10100 Santa Monica Blvd. Suite 2400, Los Angeles, CA 90067
BD
CRD#: 43744
Los Angeles, CA
Past

July 11, 1994 - March 23, 2000

JEFFERIES LLC

BD
CRD#: 2347
NEW YORK, NY
Past

November 13, 1991 - July 12, 1994

CP INVESTMENTS, LLC

BD
CRD#: 24029
LOS ANGELES, CA

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
California
(3/21/2000)
RR
Connecticut
(3/21/2000)
RR
Florida
(3/21/2000)
RR
Illinois
(3/21/2000)
RR
Indiana
(3/21/2000)
RR
Massachusetts
(3/21/2000)
RR
Minnesota
(3/21/2000)
RR
New Jersey
(3/21/2000)
RR
New Mexico
(11/18/2019)
RR
New York
(3/21/2000)
RR
Ohio
(7/22/2010)
RR
Pennsylvania
(3/21/2000)
RR
Texas
(3/21/2000)
RR
Washington
(3/21/2000)
RR
Wisconsin
(3/21/2000)

Exams


State Security Law Exam
RR
Series 63
Date: 12/24/1991
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 12/29/2000
General Securities Principal Examination
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market

Current Firm


IC
IMPERIAL CAPITAL, LLC
IMPERIAL CAPITAL, LLC

CRD#: 43744 / SEC#: , 8-50397

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


Main Address
10100 Santa Monica Blvd. Suite 2400, Los Angeles, CA 90067
Mailing Address
10100 Santa Monica Blvd. Suite 2400, Los Angeles, CA 90067
Phone number
(310) 246-3700
Established
Delaware since 07/22/1997
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (51 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#
IMPERIAL CAPITAL GROUP, LLCDIRECT OWNER
GENOVESE, RICHARD ALANVICE PRESIDENT & CONTROLLER (FINOP)1434049
MARTIS, MARK CHRISTOPHERCHIEF OPERATING OFFICER & CHIEF FINANCIAL OFFICER1598950
WIENCH, TODD EDMUNDCHIEF COMPLIANCE OFFICER5361575
WOOSTER, RANDALL EVANCEO1822107

Disclosures


Regulatory Event2
Arbitration1

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


IMPERIAL CAPITAL, LLC

CRD#: 43744Los Angeles, CA 90067

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