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Paul F. Byrne

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CRD#: 704108
PB

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 Francis Byrne was a registered financial professional .

Paul is a previously registered financial professional and started their career in finance in 1980. Paul had worked at 6 firms and has passed the Series 15, Series 5, Series 7, Series 24, Series 14, Series 12 and Series 4 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

August 23, 1997 - August 3, 1998

WINDSOR STREET CAPITAL, LP

BD
CRD#: 34171
NEW YORK, NY
Past

August 14, 1992 - August 2, 1995

STRATTON OAKMONT INC.

BD
CRD#: 18692
LAKE SUCCESS, NY
Past

August 3, 1990 - February 4, 1992

REICH & CO., INC.

BD
CRD#: 3148
Past

January 15, 1986 - August 26, 1988

COWEN SECURITIES INC.

BD
CRD#: 8531
Past

January 24, 1984 - July 20, 1990

FINANCIAL SQUARE PARTNERS

BD
CRD#: 1541
NEW YORK, NY
Past

January 19, 1980 - January 23, 1984

MOSELEY SECURITIES CORPORATION

BD
CRD#: 7908

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 15
Date: 12/6/1982
Foreign Currency Options Examination
General Industry/Product Exam
RR
Series 5
Date: 10/16/1981
Interest Rate Options Examination
Principal/Supervisory Exam
RR
Series 24
Date: 11/19/1997
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 14
Date: 6/25/1990
Compliance Officer Examination
Principal/Supervisory Exam
RR
Series 12
Date: 5/4/1985
NYSE Branch Manager Examination
Principal/Supervisory Exam

Current Firm


WS
WINDSOR STREET CAPITAL, LP
JANSSEN-MEYERS ASSOCIATES, L.P. | WINDSOR STREET CAPITAL, LP | ROAN/MEYERS ASSOCIATES, L.P. | ROAN-MEYERS ASSOCIATES, LP | MEYERS ASSOCIATES, L.P.

CRD#: 34171 / SEC#: , 8-46219

BD
Cancelled by SEC on 02/05/2020
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Contact information


Main Address
Mailing Address
Phone number
Established
New York since 04/01/1993
Firm type
Partnership
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
MEYERS SECURITIES CORP.GENERAL PARTNER

Disclosures


Regulatory Event37
Arbitration15

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


WINDSOR STREET CAPITAL, LP

CRD#: 34171

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