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PS

Pawan D. Singh

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CRD#: 6988241
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.

Pawan Deep Singh, who also goes by Pawan Singh, was a registered financial professional .

Pawan is a previously registered financial professional and started their career in finance in 2020. Pawan had worked at 6 firms and has passed the Series 65, Series 66, Series 7TO and SIE exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Pawan Singh

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.
Potomac Fund Management, IAR, 777 Brickell Ave #500 9455 Miami FL 33131, Full Time, Internal Sales

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 7, 2025 - June 3, 2025

ARBOR COURT CAPITAL, LLC

BD
CRD#: 143839
BROADVIEW HEIGHTS, OH
Past

December 19, 2024 - June 24, 2025

POTOMAC

RIA
CRD#: 105413
Bethesda, MD
Past

July 17, 2024 - August 14, 2024

DISTRIBUTION SERVICES, LLC

BD
CRD#: 25938
PORTLAND, ME
Past

April 21, 2023 - June 28, 2024

TCW FUNDS DISTRIBUTORS LLC

BD
CRD#: 16670
LOS ANGELES, CA
Past

March 11, 2022 - March 29, 2023

AQUILA DISTRIBUTORS LLC

BD
CRD#: 1706
NEW YORK, NY
Past

November 4, 2020 - February 10, 2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
FLORHAM PARK, NJ
Past

January 31, 2020 - February 10, 2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
FLORHAM PARK, NJ

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


State Security Law Exam
IAR
Series 65
Date: 12/18/2024
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 10/30/2020
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 1/31/2020
General Securities Representative Examination
General Industry/Product Exam

Current Firm


AC
ARBOR COURT CAPITAL, LLC
ARBOR COURT CAPITAL, LLC

CRD#: 143839 / SEC#: , 8-67609

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


Main Address
8000 Town Centre Drive Suite 400, Broadview Heights, OH 44147
Mailing Address
8000 Town Centre Drive Suite 400, Broadview Heights, OH 44147
Phone number
(440) 922-0066
Established
Ohio since 11/30/2004
Firm type
Limited Liability Company
Fiscal year end
December
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#
GETTS, GREGORY BRAINARDCFO, FINANCIAL PRINCIPAL, PRESIDENT1300527
MILCINOVIC, STEVEN ANTHONYCCO, FINANCIAL PRINCIPAL6435702

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


ARBOR COURT CAPITAL, LLC

CRD#: 143839

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