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PK

Paul O. Koether

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CRD#: 273200
PK

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 Otto Koether was a registered financial professional .

Paul is a previously registered financial professional and started their career in finance in 1968. Paul had worked at 6 firms and has passed the Series 63, PC, Series 1, Series 24, Series 40 and Series 00 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

December 3, 2009 - October 6, 2011

IMS HEALTH CAPITAL, INC.

BD
CRD#: 150156
LA JOLLA, CA
Past

June 5, 1992 - July 10, 2000

DIRECT CAPITAL SECURITIES, INC.

BD
CRD#: 29639
AUSTIN, TX
Past

January 4, 1989 - September 27, 2011

T.R. WINSTON & COMPANY, LLC

BD
CRD#: 10571
FAR HILLS, NJ
Past

August 21, 1978 - January 9, 1989

INGALLS & SNYDER, LLC

BD
CRD#: 2288
Past

July 1, 1976 - January 31, 1978

JOHN MUIR & CO.

BD
CRD#: 2837
Past

January 23, 1968 - June 4, 1972

BRINBERG AND COMPANY

BD
CRD#: 1000005

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: 7/30/1986
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
PC
Date: 3/20/1980
AMEX Put and Call Exam
General Industry/Product Exam
RR
Series 1
Date: 6/24/1958
Registered Representative Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 40
Date: 6/28/1976
Registered Principal Examination
Principal/Supervisory Exam
RR
Series 00
Date: 1/15/1968
General Securities Principal Examination

Current Firm


IH
IMS HEALTH CAPITAL, INC.
IMS HEALTH CAPITAL, INC. | KENT CAPITAL, INC.

CRD#: 150156 / SEC#: , 8-68222

BD
Terminated by SEC on 07/27/2016
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Contact information


Main Address
Mailing Address
Phone number
Established
Nevada since 03/20/2009
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
IMS HEALTH INCORPORATEDSHAREHOLDER
CAMPBELL, ROBERTFINANCIAL AND OPERATIONS PRINCIPAL1349154
DOLAN, JAMES MICHAELCHIEF COMPLIANCE OFFICER1089125
ROSS, DANIEL LEEPRESIDENT, CHIEF EXECUTIVE OFFICER, CHAIRMAN OF THE BOARD AND SECRETARY4126584

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


IMS HEALTH CAPITAL, INC.

CRD#: 150156

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