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Paul M. Shoukry

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CRD#: 5804809
PS

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 Marone Shoukry was a registered financial professional .

Paul is a previously registered financial professional and started their career in finance in 2011. Paul had worked at 4 firms and has passed the Series 99TO, SIE, Series 7 and Series 27 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

April 12, 2019 - December 20, 2019

SILVER LANE ADVISORS LLC

BD
CRD#: 148085
NEW YORK, NY
Past

September 10, 2018 - October 5, 2022

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
ST. PETERSBURG, FL
Past

September 10, 2018 - October 5, 2022

CARILLON FUND DISTRIBUTORS, INC.

BD
CRD#: 139749
ST. PETERSBURG, FL
Past

March 31, 2011 - August 27, 2024

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705
ST. PETERSBURG, FL

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 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/30/2011
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 27
Date: 8/31/2017
Financial and Operations Principal Examination

Current Firm

SL
SILVER LANE ADVISORS LLC
SILVER LANE ADVISORS LLC

CRD#: 148085 / SEC#: , 8-67965

BD
Terminated by SEC on 02/18/2020
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Contact information

Main Address
Mailing Address
Phone number
Established
Delaware since 08/09/2007
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents

Direct owners and executive officers

NamePositionCRD#
SLA ACQUISTION CO.DIRECT OWNER
BLOOMER, ELIZABETH ANNCEO/MANAGING MEMBER4608067
NESVOLD, HANS PETERCCO4518402
OLLIA, MARSHALL FARROKHFINOP/CFO3195972

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

SILVER LANE ADVISORS LLC

CRD#: 148085

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