PT
Paul K. Turadilok
TRUSTTREE FINANCIAL LLC
FORT LAUDERDALE, FL 33301
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CRD#: 2603666
PT
Professional summary
Paul K Turadilok, who also goes by Paul Turadilok, is a registered financial advisor currently at TRUSTTREE FINANCIAL LLC located in Fort Lauderdale, Florida.
Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Paul has worked at 10 firms and has passed the Series 65, Series 63, Series 7TO, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Paul Turadilok
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.
1. Other Business Name: Rental Property 2. Investment Related? No 3. Address of Other Business: 30 East Drive, North Miami Beach, FL 33162 4. Nature of Other Business: Rental Property 5. Position/Title/Relationship with Other Business: Sole Owner 6. Start Date: Purchased 3/1/2005 7. Hours Per Month: 1 8 .Market Hours Per Month: 0 9. Duties Related to Other Business: Collecting Rents and Providing Maintenance 1. Other Business Name: Mosca Spirits Inc 2. Investment Related: No 3. Address of Other Business: 3245 NE 184th St #13211, Aventura, FL 33160 4. Nature of the Other Business: Spirits Brand 5. Position/Title/Relationship with Other Business: Owner/President/Founder 6. The start date of your relationship: March 2019 7. Hours Per Month: 20 8. Market Hours Per Month: Zero 9. Duties Related to Other Business: Creating and Marketing a Spirits Brand 1. Other Business Name: Capstone Mortgage Lending LLC 2. Investment Related? No 3. Address of Other Business: 11401 SW 40th St, Suite 206, Miami, FL 33615 4. Nature of Other Business: Mortgage Loan Origination 5. Position/Title/Relationship with Other Business: Mortgage Loan Originator 6. Start Date: 8/17/2020 7. Hours Per Month: 40-50 8. Market Hours Per Month: 15-20 9. Duties Related to Other Business: Will initiate mortgage loans for purchase and refinances, will assist in processing loans 1.Other Business Name: Independent Insurance Agent 2.Investment Related? Yes 3.Address of Other Business: 110 SE 6th St. Ste. 1700, Fort Lauderdale, FL 33301 4.Nature of Other Business: Life Insurance Sales 5.Position/Title/Relationship with Other Business: Independent Insurance Agent 6.Start Date: April 2014 7.Hours Per Month: 2 8.Market Hours Per Month: 2 9.Duties Related to Other Business: Provide potential insurance clients with insurance quotes discussing insurance options and policy features.
CRS (Client Relationship Summary) - RIA
Click below to view Paul K Turadilok's 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®
NoneExperience
Current
June 8, 2020 - Present
TRUSTTREE FINANCIAL LLC
Office #1: 110 Se 6th Street Ste. 1700, Fort Lauderdale, FL 33301RIA
CRD#: 287985
FORT LAUDERDALE, FL
Past
April 7, 2014 - June 5, 2020
HSBC SECURITIES (USA) INC.
RIA
CRD#: 19585
Fort Lauderdale, FL
Past
March 12, 2014 - June 5, 2020
HSBC SECURITIES (USA) INC.
BD
CRD#: 19585
Fort Lauderdale, FL
Past
November 1, 2013 - February 18, 2014
TRUIST INVESTMENT SERVICES, INC.
BD
CRD#: 17499
CORAL GABLES, FL
Past
October 23, 2009 - June 29, 2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
MIAMI, FL
Past
March 20, 2002 - October 23, 2009
BANC OF AMERICA INVESTMENT SERVICES, INC.
BD
CRD#: 16361
MIAMI, FL
Past
December 4, 2000 - November 16, 2001
BANC OF AMERICA INVESTMENT SERVICES, INC.
BD
CRD#: 16361
BOSTON, MA
Past
June 16, 1997 - December 9, 1998
PARAGON CAPITAL MARKETS, INC.
BD
CRD#: 18555
EAST HANOVER, NJ
Past
June 10, 1996 - June 19, 1997
BARRON CHASE SECURITIES, INC.
BD
CRD#: 18969
BOCA RATON, FL
Past
March 19, 1996 - July 16, 1996
QUANTUM GROUP, LTD.
BD
CRD#: 33615
SLOATSBURG, NY
Past
October 5, 1995 - March 21, 1996
EURO-ATLANTIC SECURITIES INC.
BD
CRD#: 21367
BOCA RATON, FL
Past
March 31, 1995 - August 21, 1995
MEYERS POLLOCK ROBBINS, INC.
BD
CRD#: 13436
NEW YORK, NY
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(6/8/2020)
IAR
North Carolina(6/2/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 7/26/2022
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
TF
TRUSTTREE FINANCIAL LLC
FINANCIAL ADVISORY SERVICES, LLC | TRUSTTREE FINANCIAL PARTNERS | TRUSTTREE FINANCIAL LLC
CRD#: 287985 / SEC#:
Florida
Registered Investment Advisory firm - (5/24/2017 Approved)North Carolina
Registered Investment Advisory firm - (1/18/2019 Approved)Texas
Registered Investment Advisory firm - (1/14/2020 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
8936 Northpointe Executive Park Dr. Ste.260, Huntersville, NC 28078
Mailing Address
Phone number
(754) 703-6773
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 375 |
| AUM (Assets Under Management) | $ 64,000,000 |
Red Flags
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Company Information
TRUSTTREE FINANCIAL LLC
CRD#: 287985Fort Lauderdale, FL 33301TRUST BUT VERIFY
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