Paul Dellaquila
Professional summary
Paul Dellaquila, CIMA®, who also goes by Paul Andrew Dellaquila, is a registered financial professional currently at J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. located in Columbus, Ohio.
Paul is registered as a RR (Registered Representative) and started their career in finance in 2001. Paul has worked at 11 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 51 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Paul Dellaquila's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 9, 2024 - Present
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.
Office #1: 1111 Polaris Parkway, Columbus, OH 43240January 2, 2020 - August 7, 2023
FORESIDE FUND SERVICES, LLC
December 3, 2018 - December 31, 2019
QUASAR DISTRIBUTORS, LLC
May 25, 2016 - August 23, 2018
BLACKROCK INVESTMENT MANAGEMENT, LLC
January 3, 2012 - August 23, 2018
BLACKROCK INVESTMENTS, LLC
July 23, 2008 - December 31, 2011
BLACKROCK FUND DISTRIBUTION COMPANY
June 27, 2008 - May 31, 2016
BLACKROCK FUND ADVISORS
June 27, 2008 - December 31, 2009
BLACKROCK EXECUTION SERVICES
November 15, 2007 - May 19, 2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
June 23, 2007 - May 19, 2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
January 29, 2002 - May 14, 2007
SEI INVESTMENTS DISTRIBUTION CO.
December 7, 2001 - January 3, 2002
SANDS BROTHERS & CO., LTD.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(12/9/2024)
(12/9/2024)
(12/9/2024)
Exams
FINRA
Current Firm
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.
CRD#: 102920 / SEC#: 801-64031, 8-52182
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| JPMORGAN ASSET MANAGEMENT HOLDINGS INC. | STOCKHOLDER | |
| DONOHUE, JOHN THOMAS | DIRECTOR | 2372302 |
| HOFFMANN, JAMES ARTHUR | CHIEF ADMINISTRATIVE OFFICER | 1949574 |
| KLOZA, KEVIN | CHIEF COMPLIANCE OFFICER | 2188958 |
| LEKSTUTIS, CARMINE | CHIEF LEGAL OFFICER | 6990745 |
| LISHER, ANDREA | PRESIDENT AND DIRECTOR | 4493750 |
| MACHULSKI, MICHAEL RICHARD | DIRECTOR | 4726972 |
| SANZONE, JOSEPH FRANK | DIRECTOR | 6581797 |
| STRIFE, LOREN T | PRINCIPAL FINANCIAL AND OPERATIONS OFFICER | 5393453 |
Red Flags
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