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Paul R. Maynor

ONYX BRIDGE WEALTH GROUP LLC
Kennett Square, PA 19348
Some features on this profile are disabled
CRD#: 2786627
PM

Professional summary

Paul Randall Maynor, CFP®, who also goes by Paul R Maynor, Paul Maynor, is a registered financial advisor currently at ONYX BRIDGE WEALTH GROUP LLC located in Kennett Square, Pennsylvania.

Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Paul has worked at 11 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Paul R Maynor | Paul Maynor

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.) Business Ownership; FCFG; President; It is an entity used only for compensation for me and my empolyees. It has no other purpose or function; Kennett Square, PA 19348; Not Investment Related; Aug 2020; 1 to 9 hours per month; 1-9 during trading hours. 2.) Independent Insurance Brokering; Great American; June 2006/ Fidelity and Guaranty; June 2006/ Mutual of Omaha; Jan 2011/ American Equity; June 2006/ AIG; Jan 2005; Fixed Annuity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Randall Maynor'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®
CFP®

Certified Financial Planner

Start date: 2006

Experience

Current

March 16, 2021 - Present

ONYX BRIDGE WEALTH GROUP LLC

Office #1: 415 Mcfarlan Road Ste 215, Kennett Square, PA 19348Office #2: 57 Saulsbury Road, Dover, DE 19901
RIA
CRD#: 306097
Kennett Square, PA
Past

March 14, 2014 - March 25, 2021

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
PLYMOUTH MEETING, PA
Past

March 14, 2014 - March 25, 2021

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
PLYMOUTH MEETING, PA
Past

May 2, 2013 - January 16, 2014

MARKET STREET WEALTH MANAGEMENT

RIA
CRD#: 155157
WEST CHESTER, PA
Past

April 8, 2013 - January 20, 2014

USA FINANCIAL SECURITIES LLC

BD
CRD#: 103857
WEST CHESTER, PA
Past

July 13, 2010 - April 16, 2013

OSAIC FA, INC.

RIA
CRD#: 3978
KENNETT SQUARE, PA
Past

July 8, 2010 - April 16, 2013

OSAIC FA, INC.

BD
CRD#: 3978
KENNETT SQUARE, PA
Past

March 1, 2010 - March 16, 2010

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
CONSHOHOCKEN, PA
Past

June 21, 2007 - March 25, 2010

PARK AVENUE SECURITIES LLC

RIA
CRD#: 46173
WILMINGTON, DE
Past

June 4, 2007 - March 25, 2010

PARK AVENUE SECURITIES LLC

BD
CRD#: 46173
WILMINGTON, DE
Past

December 10, 2002 - June 4, 2007

MSI FINANCIAL SERVICES, INC.

RIA
CRD#: 14251
NEWARK, DE
Past

December 4, 2002 - June 4, 2007

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
NEWARK, DE
Past

December 4, 2002 - June 4, 2007

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
NEWARK, DE
Past

July 6, 1999 - January 2, 2003

1717 CAPITAL MANAGEMENT COMPANY

RIA
CRD#: 4082
NEWARK, DE
Past

April 5, 1999 - January 2, 2003

1717 CAPITAL MANAGEMENT COMPANY

BD
CRD#: 4082
NEWARK, DE
Past

September 20, 1996 - January 26, 1999

SECURIAN FINANCIAL SERVICES, INC.

BD
CRD#: 15296
ST. PAUL, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
OB
ONYX BRIDGE WEALTH GROUP LLC
CORNERSTONE WEALTH MANAGEMENT | THE GILMAN FINANCIAL GROUP | ONYX BRIDGE WEALTH GROUP LLC | JMC EMPIRE, LLC

CRD#: 306097 / SEC#: 801-118022

RIA
Registered Investment Advisory firm - (2/6/2020 Approved)

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
Delaware
(3/18/2021)
IAR
Pennsylvania
(3/16/2021)
IAR
Texas
(9/7/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/11/1996
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 9/11/1996
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/14/2000
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 9/19/1996
Investment Company Products/Variable Contracts Representative Examination

Current Firm

OB
ONYX BRIDGE WEALTH GROUP LLC
CORNERSTONE WEALTH MANAGEMENT | THE GILMAN FINANCIAL GROUP | ONYX BRIDGE WEALTH GROUP LLC | JMC EMPIRE, LLC

CRD#: 306097 / SEC#: 801-118022

RIA
Registered Investment Advisory firm - (2/6/2020 Approved)
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Contact information

Main Address
120 White Plains Road Suite 115, Tarrytown, NY 10591
Mailing Address
Phone number
(914) 909-6699
Established
Firm type
Fiscal year end
# of Employees
28

SEC notice filing (24 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A AND 2A APP 1 - WRAP BROCHURE (9/16/2025)

Regulatory assets under management

Total Number of Accounts3,852
AUM (Assets Under Management)$ 1,000,901,317

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

ONYX BRIDGE WEALTH GROUP LLC

CRD#: 306097Kennett Square, PA 19348

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