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PK

Paul S. King

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CRD#: 3151379
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 Stephen King, who also goes by Paul S. King, was a registered financial professional .

Paul is a previously registered financial professional and started their career in finance in 1999. Paul had worked at 13 firms and has passed the Series 65, Series 63, Series 7, Series 4, Series 27, Series 53 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Paul S. King

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

June 3, 2016 - September 1, 2016

KULSHAN FINANCIAL GROUP

RIA
CRD#: 282021
PORT TOWNSEND, WA
Past

August 17, 2015 - January 5, 2016

OBS FINANCIAL

RIA
CRD#: 138615
SEATTLE, WA
Past

February 5, 2013 - February 6, 2014

SEAGATE ADVISER SERVICES

RIA
CRD#: 166689
WILMINGTON, NC
Past

March 30, 2011 - October 3, 2012

OBS BROKERAGE SERVICES, INC.

BD
CRD#: 104281
WILMINGTON, NC
Past

December 10, 2010 - March 7, 2011

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
GREENSBORO, NC
Past

December 3, 2010 - March 7, 2011

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
GREENSBORO, NC
Past

July 19, 2010 - November 5, 2010

CS2 SERVICES

RIA
CRD#: 149986
KNIGHTDALE, NC
Past

May 18, 2010 - November 30, 2010

OBS BROKERAGE SERVICES, INC.

BD
CRD#: 104281
WARREN, PA
Past

January 23, 2008 - September 25, 2008

AMERICAN SECURITIES GROUP, INC.

RIA
CRD#: 43730
BOCA RATON, FL
Past

January 10, 2008 - September 25, 2008

AMERICAN SECURITIES GROUP, INC.

BD
CRD#: 43730
BOCA RATON, FL
Past

September 8, 2007 - January 11, 2008

NAVY FEDERAL ASSET MANAGEMENT, LLC

RIA
CRD#: 144244
HERNDON, VA
Past

January 9, 2007 - September 8, 2007

NAVY FEDERAL INVESTMENT SERVICES, LLC

RIA
CRD#: 138459
HERNDON, VA
Past

December 12, 2006 - December 31, 2007

NAVY FEDERAL INVESTMENT SERVICES, LLC

BD
CRD#: 138459
HERNDON, VA
Past

March 27, 2006 - November 9, 2006

WORLD EQUITY GROUP, INC.

RIA
CRD#: 29087
ARLINGTON HEIGHTS, IL
Past

March 27, 2006 - November 9, 2006

WORLD EQUITY GROUP, INC.

BD
CRD#: 29087
ARLINGTON HEIGHTS, IL
Past

February 19, 2004 - March 21, 2006

CUNA BROKERAGE SERVICES, INC.

RIA
CRD#: 13941
NAPERVILLE, IL
Past

November 2, 2001 - March 21, 2006

CUNA BROKERAGE SERVICES, INC.

BD
CRD#: 13941
NAPERVILLE, IL
Past

May 25, 2000 - October 15, 2001

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
SPRINGFIELD, MA
Past

September 27, 1999 - April 14, 2000

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
NEW YORK, NY
Past

September 27, 1999 - April 14, 2000

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
SPRINGFIELD, MA

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: 12/22/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


KF
KULSHAN FINANCIAL GROUP
KULSHAN FINANCIAL GROUP | KULSHAN FINANCIAL GROUP, LLC

CRD#: 282021 / SEC#:

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Contact information


Main Address
1136 Water Street Suite 104, Port Townsend, WA 98368
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

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


KULSHAN FINANCIAL GROUP

CRD#: 282021

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