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Paul C. Coburn

TSG CAPITAL ADVISORS
Ronkonkoma, NY 11779
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CRD#: 5692423
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Professional summary


Paul Christopher Coburn, who also goes by Chris Coburn, is a registered financial professional currently at TSG CAPITAL ADVISORS located in Ronkonkoma, New York.

Paul is registered as a RR (Registered Representative) and started their career in finance in 2009. Paul has worked at 5 firms and has passed the Series 63, Series 82TO, SIE, Series 7, Series 82 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Chris Coburn

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 Paul Christopher Coburn'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

February 18, 2025 - Present

TSG CAPITAL ADVISORS

Office #1: 3275 Veterans Memorial Highway Suite B-9, Ronkonkoma, NY 11779
BD
CRD#: 147509
Ronkonkoma, NY
Past

July 29, 2016 - September 7, 2017

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC

BD
CRD#: 18353
NEW YORK, NY
Past

October 1, 2010 - February 11, 2015

TRADEWINDS GLOBAL INVESTORS, LLC

RIA
CRD#: 138476
LOS ANGELES, CA
Past

August 31, 2010 - February 11, 2015

NUVEEN SECURITIES, LLC

BD
CRD#: 469
CHICAGO, IL
Past

September 15, 2009 - June 29, 2010

CAPITAL CLIENT GROUP, INC.

BD
CRD#: 6247
LOS ANGELES, CA

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
California
(3/11/2025)
RR
Connecticut
(4/4/2025)
RR
Florida
(3/14/2025)
RR
Illinois
(2/18/2025)
RR
Maryland
(2/18/2025)
RR
New York
(2/18/2025)
RR
Virginia
(3/14/2025)

Exams


State Security Law Exam
RR
Series 63
Date: 11/29/2024
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 82TO
Date: 2/13/2025
Limited Representative-Private Securities Offerings
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


TC
TSG CAPITAL ADVISORS
BRIGHTCHOICE FINANCIAL, LLC | TSG CAPITAL ADVISORS

CRD#: 147509 / SEC#: , 8-67910

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


Main Address
3275 Veterans Memorial Highway Suite B-9, Ronkonkoma, NY 11779
Mailing Address
3275 Veterans Memorial Highway Suite B-9, Ronkonkoma, NY 11779
Phone number
(631) 201-2483
Established
Tennessee since 01/10/2007
Firm type
Limited Liability Company
Fiscal year end
October
Firm Size
Small
# of Employees

FINRA licenses (52 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#
JLLA HOLDINGS, LLCOWNER/MEMBER
TORRILLO, DON LPRESIDENT/CEO/MANAGING MEMBER2789918
DIAMOS, ANTHONY SOLONFINOP/CFO, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER4872899
MEGENITY, BRIAN MCDONALDCHIEF COMPLIANCE OFFICER2889637

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


TSG CAPITAL ADVISORS

CRD#: 147509Ronkonkoma, NY 11779

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