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IS

Iftach D. Sheres

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CRD#: 2754646
IS

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.

Iftach Douglas Sheres, who also goes by Doug Sheres, I. Douglas Sheres, Iftach D Sheres, Douglas Sheres, was a registered financial professional .

Iftach is a previously registered financial professional and started their career in finance in 1996. Iftach had worked at 4 firms and has passed the Series 65, Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Doug Sheres | I. Douglas Sheres | Iftach D Sheres | Douglas Sheres

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 12, 2012 - April 3, 2014

PARAMO CAPITAL PARTNERS, LLC

RIA
CRD#: 159375
DEL MAR, CA
Past

December 19, 2011 - January 31, 2012

RICE HALL JAMES & ASSOCIATES LLC

RIA
CRD#: 125410
SAN DIEGO, CA
Past

March 28, 2003 - November 13, 2007

RICE HALL JAMES & ASSOCIATES LLC

RIA
CRD#: 125410
SAN DIEGO, CA
Past

March 30, 1999 - March 27, 2003

RICE HALL JAMES & ASSOCIATES

RIA
CRD#: 104697
SAN DIEGO, CA
Past

July 9, 1996 - March 3, 1998

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY

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: 12/16/2011
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


PC
PARAMO CAPITAL PARTNERS, LLC
PARAMO CAPITAL PARTNERS, LLC

CRD#: 159375 / SEC#:

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Contact information


Main Address
Del Mar, CA
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Exempt reporting advisers


Exempt Reporting Advisers ("ERA") are investment advisers that are not required to register as investment advisers because they rely on certain exemptions from registration under sections 203(l) and 203(m) of the Investment Advisers Act of 1940 and related rules. Certain state securities regulatory authorities have similar exemptions based on state statutes or regulations. An ERA is required to file a report using Form ADV, but does not complete all items contained in Form ADV that a registered adviser must complete. Other state securities regulatory authorities require an ERA to register as an investment adviser and file a complete Form ADV. Below are the regulators with which an ERA report is filed.
SEC / JURISDICTIONREPORTING STATUSEFFECTIVE DATE
CaliforniaERA - Withdrawn12/16/2016

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


PARAMO CAPITAL PARTNERS, LLC

CRD#: 159375

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