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PB

Paul T. Beavin

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CRD#: 4493059
PB

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 Theodore Beavin was a registered financial professional .

Paul is a previously registered financial professional and started their career in finance in 2002. Paul had worked at 9 firms and has passed the Series 65, Series 66, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
No

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.
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

September 27, 2021 - December 12, 2025

DECISION TREE INVESTMENT ADVISORS LLC

RIA
CRD#: 314366
Longwood, FL
Past

May 8, 2019 - December 26, 2019

CETERA ADVISORS LLC

BD
CRD#: 10299
MAITLAND, FL
Past

March 25, 2017 - June 13, 2017

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
ORLANDO, FL
Past

November 9, 2016 - March 25, 2017

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
ORLANDO, FL
Past

June 18, 2012 - September 6, 2016

ORION TRADING, LLC

BD
CRD#: 43932
Winter Park, FL
Past

April 18, 2011 - May 30, 2012

CETERA ADVISORS LLC

RIA
CRD#: 10299
ORLANDO, FL
Past

April 11, 2011 - May 30, 2012

CETERA ADVISORS LLC

BD
CRD#: 10299
ORLANDO, FL
Past

August 18, 2008 - January 28, 2010

VALIC FINANCIAL ADVISORS, INC.

RIA
CRD#: 42803
ORLANDO, FL
Past

August 13, 2008 - January 28, 2010

VALIC FINANCIAL ADVISORS, INC.

BD
CRD#: 42803
ORLANDO, FL
Past

January 7, 2004 - November 12, 2007

MSI FINANCIAL SERVICES, INC.

RIA
CRD#: 14251
ORLANDO, FL
Past

January 27, 2003 - July 9, 2007

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
ORLANDO, FL
Past

January 27, 2003 - November 12, 2007

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
ORLANDO, FL
Past

September 3, 2002 - December 20, 2002

MONY SECURITIES CORPORATION

BD
CRD#: 4386
NEW YORK, NY
Past

February 1, 2002 - June 18, 2002

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
ORLANDO, FL
Past

February 1, 2002 - June 18, 2002

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
NEW YORK, NY

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: 9/17/2021
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 5/9/2002
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 6/13/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/31/2002
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 4/16/2011
General Securities Principal Examination

Current Firm

DT
DECISION TREE INVESTMENT ADVISORS LLC
DECISION TREE INVESTMENT ADVISORS LLC

CRD#: 314366 / SEC#:

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Contact information

Main Address
Longwood, FL
Mailing Address
Phone number
(844) 433-2474
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV
0

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

DECISION TREE INVESTMENT ADVISORS LLC

CRD#: 314366

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