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MP

Michael J. Paulk

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CRD#: 3174594
MP

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.

Michael Joseph Paulk, who also goes by Michael Joeph Arrington, Michael J Paulk, was a registered financial professional .

Michael is a previously registered financial professional and started their career in finance in 1999. Michael had worked at 11 firms and has passed the Series 65, Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Michael Joeph Arrington | Michael J Paulk

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 29, 2013 - February 22, 2014

TUTTLE WEALTH MANAGEMENT, LLC

RIA
CRD#: 123767
RALEIGH, NC
Past

April 17, 2009 - November 12, 2012

ACCESS FINANCIAL ADVISORY SERVICES, INC.

RIA
CRD#: 149798
RALEIGH, NC
Past

October 21, 2008 - November 26, 2008

ARGENTUS SECURITIES, LLC

BD
CRD#: 45915
DALLAS, TX
Past

October 3, 2007 - October 22, 2008

CAPITAL FINANCIAL SERVICES, INC.

BD
CRD#: 8408
RALEIGH, NC
Past

September 25, 2007 - October 22, 2008

CAPITAL FINANCIAL SERVICES, INC.

RIA
CRD#: 8408
RALEIGH, NC
Past

September 19, 2006 - March 27, 2007

FISHER INVESTMENTS

RIA
CRD#: 107342
RALEIGH, NC
Past

June 7, 2006 - August 30, 2006

LEGACY FINANCIAL SERVICES, INC.

BD
CRD#: 38697
CARY, NC
Past

January 24, 2006 - June 9, 2006

LPL FINANCIAL LLC

BD
CRD#: 6413
APEX, NC
Past

November 21, 2003 - February 1, 2006

SYNERGY INVESTMENT GROUP, LLC

BD
CRD#: 46035
CHARLOTTE, NC
Past

September 3, 2003 - December 17, 2003

CENTAURUS FINANCIAL, INC.

BD
CRD#: 30833
ANAHEIM, CA
Past

July 17, 2002 - June 26, 2003

EDWARD JONES

BD
CRD#: 250
ST. LOUIS, MO
Past

July 31, 2001 - July 17, 2002

JBS LIBERTY SECURITIES, INC.

BD
CRD#: 36179
KANNAPOLIS, NC
Past

March 16, 1999 - July 31, 2001

EDWARD JONES

BD
CRD#: 250
ST. LOUIS, MO

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: 9/18/2006
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


TW
TUTTLE WEALTH MANAGEMENT, LLC
KILBY WEALTH STRATEGIES, INC. | TUTTLE, MATTHEW | TUTTLE WEALTH MANAGEMENT, LLC | TUTTLE RETIREMENT SOLUTIONS | TUTTLE PENSION SOLUTIONS | TUTTLE MORTGAGE SOLUTIONS | TUTTLE INSURANCE SOLUTIONS | SENIOR RESOURCES | RETIREMENT SOLUTIONS

CRD#: 123767 / SEC#: 801-69443

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Contact information


Main Address
Riverside, CT
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

TWM - WRAP FEE PROGRAM BROCHURE (MAY 2015) (3/31/2017)

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


TUTTLE WEALTH MANAGEMENT, LLC

CRD#: 123767

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