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BP

Bridget K. Puls

PAYCHEX SECURITIES
West Palm Beach, FL 33411
Some features on this profile are disabled
CRD#: 5447600
BP

Professional summary

Bridget Kathleen Puls, who also goes by Bridget Puls, is a registered financial professional currently at PAYCHEX SECURITIES CORPORATION located in West Palm Beach, Florida.

Bridget is registered as a RR (Registered Representative) and started their career in finance in 2007. Bridget has worked at 3 firms and has passed the Series 63, Series 66, SIE, Series 6TO, Series 6 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Bridget Puls

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) - BD

Click below to view Bridget Kathleen Puls's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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

Current

December 19, 2024 - Present

PAYCHEX SECURITIES CORPORATION

Office #1: 2054 Vista Parkway, West Palm Beach, FL 33411
BD
CRD#: 39733
West Palm Beach, FL
Past

September 13, 2024 - November 29, 2024

ADP BROKER-DEALER, INC.

BD
CRD#: 37693
ROSELAND, NJ
Past

November 3, 2016 - November 12, 2018

PAYCHEX SECURITIES CORPORATION

BD
CRD#: 39733
DENVER, CO
Past

March 5, 2008 - November 11, 2011

COUNTRY CLUB FINANCIAL SERVICES, LLC

RIA
CRD#: 29807
PRAIRIE VILLAGE, KS
Past

November 13, 2007 - November 11, 2011

COUNTRY CLUB FINANCIAL SERVICES, LLC

BD
CRD#: 29807
PRAIRIE VILLAGE, KS

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(12/19/2024)
RR
Alaska
(12/19/2024)
RR
Arizona
(12/19/2024)
RR
Arkansas
(12/19/2024)
RR
California
(12/19/2024)
RR
Colorado
(12/19/2024)
RR
Connecticut
(12/19/2024)
RR
Delaware
(12/19/2024)
RR
District of Columbia
(12/19/2024)
RR
Florida
(12/19/2024)
RR
Georgia
(12/19/2024)
RR
Hawaii
(12/19/2024)
RR
Idaho
(12/19/2024)
RR
Illinois
(12/19/2024)
RR
Indiana
(12/19/2024)
RR
Iowa
(12/19/2024)
RR
Kansas
(12/19/2024)
RR
Kentucky
(12/19/2024)
RR
Louisiana
(12/19/2024)
RR
Maine
(12/19/2024)
RR
Maryland
(12/19/2024)
RR
Massachusetts
(12/19/2024)
RR
Michigan
(12/19/2024)
RR
Minnesota
(12/19/2024)
RR
Mississippi
(12/19/2024)
RR
Missouri
(12/19/2024)
RR
Montana
(12/19/2024)
RR
Nebraska
(12/19/2024)
RR
Nevada
(12/19/2024)
RR
New Hampshire
(12/19/2024)
RR
New Jersey
(12/19/2024)
RR
New Mexico
(12/19/2024)
RR
New York
(12/19/2024)
RR
North Carolina
(12/19/2024)
RR
North Dakota
(12/19/2024)
RR
Ohio
(12/19/2024)
RR
Oklahoma
(12/19/2024)
RR
Oregon
(12/19/2024)
RR
Pennsylvania
(12/19/2024)
RR
Rhode Island
(12/19/2024)
RR
South Carolina
(12/19/2024)
RR
South Dakota
(12/19/2024)
RR
Tennessee
(12/19/2024)
RR
Texas
(12/19/2024)
RR
Utah
(12/19/2024)
RR
Vermont
(12/19/2024)
RR
Virginia
(12/19/2024)
RR
Washington
(12/19/2024)
RR
West Virginia
(12/19/2024)
RR
Wisconsin
(12/19/2024)
RR
Wyoming
(12/19/2024)

Exams

State Security Law Exam
RR
Series 63
Date: 7/17/2024
Uniform Securities Agent State Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 3/4/2008
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 9/13/2024
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6TO
Date: 8/10/2024
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 11/3/2016
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
Series 7
Date: 11/12/2007
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

PS
PAYCHEX SECURITIES CORPORATION
PAYCHEX SECURITIES CORPORATION

CRD#: 39733 / SEC#: , 8-48942

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

Main Address
220 Kenneth Drive, Rochester, NY 14623
Mailing Address
220 Kenneth Drive, Rochester, NY 14623
Phone number
(585) 336-6545
Established
New York since 07/17/1995
Firm type
Corporation
Fiscal year end
May
Firm Size
Small
# of Employees

FINRA licenses (51 States and Territories)

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

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
PAYCHEX HOLDINGS, LLCPARENT CORP
SCHRADER, ROBERT LEWISDIRECTOR7827962
SIMMONS, CHRISTOPHER CARLTREASURER7621466
WILEY, CHRISTINE LEEPRESIDENT3108303
WILEY, CHRISTINE LEECHIEF COMPLIANCE OFFICER3108303

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

PAYCHEX SECURITIES CORPORATION

CRD#: 39733West Palm Beach, FL 33411

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