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Paul M. Grumann

RCX CAPITAL GROUP
Golden, CO
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CRD#: 4281475
PG

Professional summary


Paul M Grumann, who also goes by Paul Michael Grumann, is a registered financial professional currently at RCX CAPITAL GROUP, LLC located in Golden, Colorado.

Paul is registered as a RR (Registered Representative) and started their career in finance in 2001. Paul has worked at 5 firms and has passed the Series 66, SIE, Series 7, Series 51 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Paul Michael Grumann

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) - BD


Click below to view Paul M Grumann'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

May 3, 2018 - Present

RCX CAPITAL GROUP, LLC

BD
CRD#: 114290
Golden, CO
Past

April 20, 2010 - February 23, 2018

NORTHSTAR SECURITIES, LLC

BD
CRD#: 150409
GREENWOOD VILLAGE, CO
Past

April 5, 2010 - May 25, 2010

WELTON STREET INVESTMENTS LLC

BD
CRD#: 132111
ENGLEWOOD, CO
Past

October 15, 2004 - February 9, 2010

ARES WEALTH MANAGEMENT SOLUTIONS, LLC

BD
CRD#: 119546
DENVER, CO
Past

July 7, 2004 - October 6, 2004

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
LITTLETON, CO
Past

March 23, 2001 - October 6, 2004

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.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arizona
(12/18/2020)
RR
California
(12/18/2020)
RR
Colorado
(5/3/2018)
RR
Florida
(11/21/2023)
RR
Georgia
(11/21/2023)
RR
Idaho
(12/18/2020)
RR
Illinois
(10/13/2021)
RR
Iowa
(11/10/2021)
RR
Louisiana
(11/21/2023)
RR
Mississippi
(8/11/2021)
RR
Missouri
(12/18/2020)
RR
Nebraska
(11/21/2023)
RR
Nevada
(11/21/2023)
RR
New Jersey
(10/13/2021)
RR
New York
(12/18/2020)
RR
North Carolina
(11/21/2023)
RR
Ohio
(9/2/2021)
RR
Oklahoma
(11/21/2023)
RR
South Carolina
(11/21/2023)
RR
Texas
(10/29/2018)
RR
Virginia
(5/17/2022)
RR
Wyoming
(1/26/2024)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 7/6/2004
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


RC
RCX CAPITAL GROUP, LLC
RCX CAPITAL GROUP, LLC | SILVER POSTAL CAPITAL LLC | SILVER PORTAL CAPITAL LLC

CRD#: 114290 / SEC#: , 8-53416

BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)
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Contact information


Main Address
2002 Timberloch Place Suite 200, The Woodlands, TX 77380
Mailing Address
2002 Timberloch Place Suite 200, The Woodlands, TX 77380
Phone number
(858) 923-8484
Established
California since 09/27/2000
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (51 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
RCX CAPITAL GROUP HOLDINGS, LLCMEMBER
GUINCHARD, APRIL DIANECORPORATE SECRETARY/REGISTERED PRINCIPAL1729146
GUINCHARD, JEAN-LOUISPRESIDENT/SENIOR MANAGING PRINCIPAL/EXECUTIVE REP/CCO/TRUSTEE1983431
JOHNSON, KRISTY KAYCFO/FINOP4470948

Disclosures


Regulatory Event1

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


RCX CAPITAL GROUP, LLC

CRD#: 114290Golden, CO

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