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Paul A. Rinfret

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CRD#: 805117
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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 Andrews Rinfret was a registered financial professional .

Paul is a previously registered financial professional and started their career in finance in 1975. Paul had worked at 15 firms and has passed the Series 63, Series 3 and Series 1 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

September 6, 2004 - June 7, 2005

WHITAKER SECURITIES LLC

BD
CRD#: 121465
NEW YORK, NY
Past

April 11, 2003 - July 19, 2004

UTENDAHL CAPITAL PARTNERS, L.P.

BD
CRD#: 30115
NEW YORK, NY
Past

July 10, 2000 - April 16, 2001

UTENDAHL CAPITAL PARTNERS, L.P.

BD
CRD#: 30115
NEW YORK, NY
Past

June 21, 1999 - June 8, 2000

SEABOARD SECURITIES, INC.

BD
CRD#: 755
FLORHAM PARK, NJ
Past

September 1, 1992 - October 25, 1995

TP ICAP GLOBAL MARKETS AMERICAS LLC

BD
CRD#: 2762
NEW YORK, NY
Past

May 14, 1992 - August 14, 1992

RINFRET SECURITIES, INC.

BD
CRD#: 29542
Past

February 21, 1991 - June 21, 1991

BAIRD, PATRICK & CO., INC.

BD
CRD#: 1149
FAIRFIELD, NJ
Past

December 12, 1990 - January 17, 1991

LAIDLAW GLOBAL SECURITIES, INC.

BD
CRD#: 19018
NEW YORK, NY
Past

July 31, 1990 - October 5, 1990

R.C. GOVERNMENT SECURITIES, INC.

BD
CRD#: 25881
Past

November 25, 1988 - August 1, 1989

THOMSON MCKINNON SECURITIES INC.

BD
CRD#: 829
Past

March 13, 1984 - March 17, 1987

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
Past

November 10, 1981 - February 1, 1984

BECKER PARIBAS INCORPORATED

BD
CRD#: 7635
Past

February 27, 1981 - September 9, 1981

SBC WARBURG DILLON READ INC.

BD
CRD#: 1650
Past

November 22, 1977 - February 23, 1981

LEHMAN BROTHERS INC.

BD
CRD#: 7506
Past

March 14, 1977 - November 22, 1977

SHEARSON HAYDEN STONE INC.

BD
CRD#: 7295
Past

March 3, 1975 - February 14, 1977

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79

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
RR
Series 63
Date: 5/7/1990
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 2/20/1975
Registered Representative Examination

Current Firm


WS
WHITAKER SECURITIES LLC
QUEST BROKERS | WHITAKER SECURITIES LLC

CRD#: 121465 / SEC#: , 8-65419

BD
Terminated by SEC on 09/16/2023
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 05/13/2002
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
NICOSIA, ROSALIE MARGARETCHIEF COMPLIANCE OFFICER, CRCP4239124

Disclosures


Regulatory Event6

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


WHITAKER SECURITIES LLC

CRD#: 121465

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