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PS

Paul C. Stanley

SOLOMON API LLC
Rockledge, FL 32955
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CRD#: 2912932
PS

Professional summary


Paul Conrad Stanley is a registered financial advisor currently at SOLOMON API LLC located in Rockledge, Florida and QUILITY FINANCIAL ADVISORS located in Rockledge, Florida.

Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Paul has worked at 15 firms and has passed the Series 66, SIE, Series 31, Series 7, Series 6 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

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.
1) API PARTNERS, LLC - MANAGING MEMBER AND INSURANCE AGENT; INVESTMENT RELATED; INSURANCE SALES (LIFE, ANNUITIES & HEALTH); SPENDS APPROX. 15 HOURS PER MONTH. 2) SOLOMON API; INVESTMENT RELATED; 1950 ROCKLEDGE BLVD, UNIT 201, ROCKLEDGE, FL 32995; INVESTMENT ADVISER REP/COO/OWNER; START DATE: 05/2019; SPENDS APPROX. 40 HOURS PER MONTH. 2) API FINANCIAL ADVISORS DBA QUILITY FINANCIAL ADVISORS; INVESTMENT RELATED; 1950 ROCKLEDGE BLVD, UNIT 201, ROCKLEDGE, FL 32995; INVESTMENT ADVISER REP/COO/OWNER; START DATE: 10/2019; SPENDS APPROX. 40 HOURS PER MONTH. 3) TITAN HEATING & AIR LLC - CEO & MANAGING PARTNER; NON-INVESTMENT RELATED; SAINT AUGUSTINE, FL; HEATING AND COOLING COMPANY; START - 1/2025; 4 HRS/MO

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Paul Conrad Stanley'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

June 11, 2019 - Present

SOLOMON API LLC

Office #1: 1950 Rockledge Unit 201, Rockledge, FL 32955
RIA
CRD#: 159471
Rockledge, FL
Current

October 31, 2019 - Present

QUILITY FINANCIAL ADVISORS

Office #1: 1950 Rockledge Blvd Unit 201, Rockledge, FL 32955
RIA
CRD#: 304586
Rockledge, FL
Past

June 29, 2018 - November 4, 2019

WEALTH WATCH ADVISORS, INC

RIA
CRD#: 172002
St Augistine, FL
Past

July 18, 2017 - September 25, 2018

LPL FINANCIAL LLC

RIA
CRD#: 6413
JACKSONVILLE, FL
Past

July 10, 2017 - September 25, 2018

LPL FINANCIAL LLC

BD
CRD#: 6413
JACKSONVILLE, FL
Past

March 27, 2015 - August 2, 2017

KOVACK ADVISORS, INC.

RIA
CRD#: 140808
St. Augustine, FL
Past

March 27, 2015 - August 2, 2017

KOVACK SECURITIES INC.

BD
CRD#: 44848
St. Augustine, FL
Past

April 3, 2013 - April 8, 2015

FIRST ALLIED ADVISORY SERVICES, INC.

RIA
CRD#: 137888
PONTE VERDA BEACH, FL
Past

April 2, 2013 - March 30, 2015

FIRST ALLIED SECURITIES, INC.

BD
CRD#: 32444
PONTE VEDRA BEACH, FL
Past

January 30, 2012 - April 3, 2013

NEXT FINANCIAL GROUP, INC.

RIA
CRD#: 46214
SAINT AUGUSTINE, FL
Past

January 27, 2012 - January 31, 2012

J. W. COLE ADVISORS, INC.

RIA
CRD#: 112294
TAMPA, FL
Past

January 27, 2012 - April 3, 2013

NEXT FINANCIAL GROUP, INC.

BD
CRD#: 46214
SAINT AUGUSTINE, FL
Past

January 3, 2012 - January 30, 2012

J.W. COLE FINANCIAL, INC.

BD
CRD#: 124583
ST. JOHNS, FL
Past

March 26, 2009 - December 31, 2011

J. W. COLE ADVISORS, INC.

RIA
CRD#: 112294
ST. AUGUSTINE, FL
Past

March 11, 2009 - December 31, 2011

J.W. COLE FINANCIAL, INC.

BD
CRD#: 124583
SAINT JOHNS, FL
Past

September 25, 2001 - March 19, 2009

LPL FINANCIAL LLC

RIA
CRD#: 6413
LAKE MARY, FL
Past

September 24, 2001 - March 19, 2009

LPL FINANCIAL LLC

BD
CRD#: 6413
LAKE MARY, FL
Past

April 19, 1999 - September 20, 1999

MONEY CONCEPTS CAPITAL CORP

BD
CRD#: 12963
PALM BEACH GARDENS, FL
Past

June 11, 1998 - April 28, 1999

IFG NETWORK SECURITIES, INC.

BD
CRD#: 19948
ATLANTA, GA
Past

July 25, 1997 - May 29, 1998

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
NEW YORK, NY
Past

July 25, 1997 - May 29, 1998

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
SPRINGFIELD, MA

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".
SA
SOLOMON API LLC
API WEALTH | SOLOMON API, LP | SOLOMON API LLC | OMNITRUST FINANCIAL GROUP | GMF PRIVATE WEALTH MANAGEMENT, LP | GMF PRIVATE WEALTH MANAGEMENT, LLC | GMF PRIVATE WEALTH MANAGEMENT LLC | GMF GLOBAL INVESTMENTS, LP

CRD#: 159471 / SEC#: 801-113882

RIA
Registered Investment Advisory firm - (8/23/2018 Approved)
Florida
Registered Investment Advisory firm - (5/6/2019 Terminated)
Indiana
Registered Investment Advisory firm - (9/25/2018 Terminated)
Pennsylvania
Registered Investment Advisory firm - (10/14/2015 Terminated)
Texas
Registered Investment Advisory firm - (5/6/2019 Terminated)

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
(6/11/2019)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 6/12/2003
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 31
Date: 6/21/2008
Futures Managed Funds Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


SA
SOLOMON API LLC
API WEALTH | SOLOMON API, LP | SOLOMON API LLC | OMNITRUST FINANCIAL GROUP | GMF PRIVATE WEALTH MANAGEMENT, LP | GMF PRIVATE WEALTH MANAGEMENT, LLC | GMF PRIVATE WEALTH MANAGEMENT LLC | GMF GLOBAL INVESTMENTS, LP

CRD#: 159471 / SEC#: 801-113882

RIA
Registered Investment Advisory firm - (8/23/2018 Approved)
Florida
Registered Investment Advisory firm - (5/6/2019 Terminated)
Indiana
Registered Investment Advisory firm - (9/25/2018 Terminated)
Pennsylvania
Registered Investment Advisory firm - (10/14/2015 Terminated)
Texas
Registered Investment Advisory firm - (5/6/2019 Terminated)
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Contact information


Main Address
1950 Rockledge Unit 201, Rockledge, FL 32955
Mailing Address
Phone number
(321) 888-2599
Established
Firm type
Fiscal year end
# of Employees
3

SEC notice filing (7 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

ADV PART 2A (3/28/2025)

Regulatory assets under management


Total Number of Accounts1,377
AUM (Assets Under Management)$ 362,000,000

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


SOLOMON API LLC

CRD#: 159471Rockledge, FL 32955

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