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Paul L. Collein

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CRD#: 50978
PC

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 Louis Collein was a registered financial professional .

Paul is a previously registered financial professional and started their career in finance in 1972. Paul had worked at 9 firms and has passed the Series 55, PC, Series 000 and Series 1 exams.

top-8-questions

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

October 11, 2013 - April 1, 2014

PUMA CAPITAL, LLC

BD
CRD#: 146744
RYE, NY
Past

January 26, 2010 - November 16, 2011

WHITAKER SECURITIES LLC

BD
CRD#: 121465
MASSAPEQUA, NY
Past

January 15, 2008 - January 22, 2010

RAFFERTY CAPITAL MARKETS, LLC

BD
CRD#: 23682
GARDEN CITY, NY
Past

June 1, 2005 - February 6, 2008

SEABOARD SECURITIES, INC.

BD
CRD#: 755
GARDEN CITY, NY
Past

August 1, 2002 - April 4, 2005

NEWEDGE USA, LLC

BD
CRD#: 36118
CHICAGO, IL
Past

October 19, 1995 - August 1, 2002

TP ICAP GLOBAL MARKETS AMERICAS LLC

BD
CRD#: 2762
NEW YORK, NY
Past

April 30, 1991 - October 16, 1995

CEDAR STREET SECURITIES CORP.

BD
CRD#: 26600
NEW YORK, NY
Past

January 24, 1983 - April 30, 1991

MABON, NUGENT & CO.

BD
CRD#: 2617
Past

July 17, 1972 - January 20, 1983

PURCELL GRAHAM INCORPORATED

BD
CRD#: 7187

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


General Industry/Product Exam
RR
Series 55
Date: 2/1/2000
Limited Representative-Equity Trader Exam
General Industry/Product Exam
RR
PC
Date: 6/9/1977
AMEX Put and Call Exam
General Industry/Product Exam
RR
Series 000
Date: 7/24/1972
General Securities Principal Examination
General Industry/Product Exam
RR
Series 1
Date: 7/13/1972
Registered Representative Examination

Current Firm


PC
PUMA CAPITAL, LLC
PUMA CAPITAL, LLC

CRD#: 146744 / SEC#: , 8-67849

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


Main Address
555 Theodore Fremd Avenue Suite C204, Rye, NY 10580
Mailing Address
555 Theodore Fremd Avenue Suite C204, Rye, NY 10580
Phone number
(212) 269-4100
Established
Florida since 02/09/2007
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (15 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
COUGAR FINANCIAL HOLDINGS LLCMEMBER
HB-PUMA, LLCMEMBER
GREENSTEIN, JOSHUA AARONCEO2522805
GROSS, MARC JONATHANCFO, FINOP2974706
GUTSHALL, MICHAEL SEELEYCCO2505395
HENCORP BECSTONE, LCMEMBER
TIMONY, PETER GERARDCOO3023008

Disclosures


Regulatory Event7

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


PUMA CAPITAL, LLC

CRD#: 146744

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