Paul T. Greenleaf
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 Thomas Greenleaf, who also goes by Paul T Greenleaf, was a registered financial professional .
Paul is a previously registered financial professional and started their career in finance in 2006. Paul had worked at 4 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
February 24, 2021 - August 2, 2021
GREENLEAF FINANCIAL PLANNING
March 19, 2020 - December 31, 2020
GREENLEAF FINANCIAL PLANNING
January 14, 2019 - December 31, 2019
GREENLEAF FINANCIAL PLANNING
January 8, 2016 - December 31, 2018
GREENLEAF FINANCIAL PLANNING
November 9, 2015 - December 31, 2015
GREENLEAF FINANCIAL PLANNING
January 2, 2015 - May 6, 2015
MSI FINANCIAL SERVICES, INC.
January 2, 2015 - May 6, 2015
MSI FINANCIAL SERVICES, INC.
March 31, 2014 - January 2, 2015
NEW ENGLAND SECURITIES
December 17, 2013 - January 2, 2015
NEW ENGLAND SECURITIES
January 27, 2012 - November 15, 2013
GREENLEAF FINANCIAL PLANNING
March 8, 2006 - December 31, 2006
GREENLEAF FINANCIAL PLANNING
State Registrations and Notice Filings
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Exams
Current Firm
GREENLEAF FINANCIAL PLANNING
CRD#: 226784 / SEC#:
Contact information
Red Flags
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