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Paul V. Cheves

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CRD#: 45618
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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 Vernon Cheves, who also goes by Paul V Cheves, was a registered financial professional .

Paul is a previously registered financial professional and started their career in finance in 1967. Paul had worked at 6 firms and has passed the Series 65, Series 63, Series 2, Series 6, Series 3 and Series 1 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Paul V Cheves

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

October 3, 1986 - December 5, 2003

THE PATTERSON CAPITAL CORPORATION

RIA
CRD#: 105507
LOS ANGELES, CA
Past

March 24, 1982 - July 15, 1985

KIDDER, PEABODY & CO. INCORPORATED

BD
CRD#: 7613
Past

April 24, 1979 - November 5, 1981

ALPHA MANAGEMENT INC.

BD
CRD#: 6449
Past

June 23, 1976 - June 25, 1979

BATEMAN EICHLER, HILL RICHARDS, INCORPORATED

BD
CRD#: 76
Past

September 9, 1974 - August 7, 1976

PAINE, WEBBER, JACKSON & CURTIS INCORPORATED

BD
CRD#: 640
Past

November 28, 1967 - October 7, 1974

MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.

BD
CRD#: 572

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: 1/6/1992
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 2
Date: 7/18/1988
Non-Member General Securities Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 11/27/1967
Registered Representative Examination

Current Firm


TP
THE PATTERSON CAPITAL CORPORATION
PATTERSON CAPITAL CORP | THE PATTERSON CAPITAL CORPORATION

CRD#: 105507 / SEC#: 801-13828

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Contact information


Main Address
11100 Santa Monica Blvd Suite 1950, Pacific Palisades, CA 90025
Mailing Address
Phone number
(310) 556-2496
Established
Firm type
Fiscal year end
# of Employees
5

Documents


Latest Form ADV

Part 2 Brochures

PATTERSON CAPITAL FIRM BROCHURE (3/27/2024)

Regulatory assets under management


Total Number of Accounts10
AUM (Assets Under Management)$ 978,415,976

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


THE PATTERSON CAPITAL CORPORATION

CRD#: 105507

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