Paul J. Hurley

ARBOR CAPITAL MANAGEMENT

ANCHORAGE, AK 99501

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CRD#: 5632936

Professional summary

Paul Jacob Hurley is a registered financial advisor currently at ARBOR CAPITAL MANAGEMENT INC located in Anchorage, Alaska.

Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Paul has worked at 5 firms and has passed the Series 66, Series 6TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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) - RIA

Click below to view Paul Jacob Hurley'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

September 2, 2022 - Present

ARBOR CAPITAL MANAGEMENT INC

Office #1: 510 L Street Ste 550, Anchorage, AK 99501

RIA

CRD#: 111362

ANCHORAGE, AK

Past

April 19, 2021 - September 6, 2022

CUSO FINANCIAL SERVICES, L.P.

RIA

CRD#: 42132

ANCHORAGE, AK

Past

April 19, 2021 - September 6, 2022

CUSO FINANCIAL SERVICES, L.P.

CRD#: 42132

ANCHORAGE, AK

Past

August 28, 2012 - April 26, 2021

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

Anchorage, AK

Past

August 28, 2012 - April 26, 2021

CHARLES SCHWAB & CO., INC.

CRD#: 5393

Anchorage, AK

Past

October 18, 2010 - August 7, 2012

EMPOWER FINANCIAL SERVICES, INC.

CRD#: 13109

ANCHORAGE, AK

Past

May 8, 2009 - October 5, 2010

WELLS FARGO INVESTMENTS, LLC

RIA

CRD#: 10582

ANCHORAGE, AK

Past

March 27, 2009 - October 5, 2010

WELLS FARGO INVESTMENTS, LLC

CRD#: 10582

ANCHORAGE, AK

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ARBOR CAPITAL MANAGEMENT INC

ARBOR CAPITAL MANAGEMENT INC | ARBOR DIGITAL

CRD#: 111362 / SEC#: 801-57392

RIA

Registered Investment Advisory firm - (3/17/2000 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Alaska
(9/2/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 5/7/2009

Uniform Combined State Law Examination

General Industry/Product Exam

Series 6TO

Date: 1/2/2023

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/26/2009

General Securities Representative Examination

Current Firm

ARBOR CAPITAL MANAGEMENT INC

ARBOR CAPITAL MANAGEMENT INC | ARBOR DIGITAL

CRD#: 111362 / SEC#: 801-57392

RIA

Registered Investment Advisory firm - (3/17/2000 Approved)

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Contact information

Main Address

510 L Street Ste 550, Anchorage, AK 99501

Mailing Address

Phone number

(907) 222-7581

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (16 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ARBOR CAPITAL MANAGEMENT INC. ADV 2A 03.28.2025 (3/29/2025)

Regulatory assets under management

Total Number of Accounts	481
AUM (Assets Under Management)	$ 348,086,332

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.

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Firm Stability Insights

Paul J. Hurley

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Jacob Hurley's CRS (Customer Relationship Summary).

Certified licenses

Experience

CUSO FINANCIAL SERVICES, L.P.

CUSO FINANCIAL SERVICES, L.P.

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

EMPOWER FINANCIAL SERVICES, INC.

WELLS FARGO INVESTMENTS, LLC

WELLS FARGO INVESTMENTS, LLC

Primary Firm SEC Registration

ARBOR CAPITAL MANAGEMENT INC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/7/2009

Series 6TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 3/26/2009

Current Firm

ARBOR CAPITAL MANAGEMENT INC

Contact information

SEC notice filing (16 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ARBOR CAPITAL MANAGEMENT INC

TRUST BUT VERIFY

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