PM
Paul Markwell
MSC - BD
LAKE OSWEGO, OR 97035
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CRD#: 8206039
PM
Paul MarkwellMSC - BD
Professional summary
Paul Markwell is a registered financial professional currently at MSC - BD, LLC located in Lake Oswego, Oregon.
Paul is registered as a RR (Registered Representative) and started their career in finance in 2026. Paul has worked at 1 firm and has passed the Series 79TO and SIE exams.
Aliases
None
Other business activities
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The advisor shows no other business activity.
CRS (Client Relationship Summary) - BD
Click below to view Paul Markwell's 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®
NoneExperience
Current
June 30, 2026 - Present
MSC - BD, LLC
Office #1: 5 Centerpointe Drive Suite. 400, Lake Oswego, OR 97035BD
CRD#: 142927
LAKE OSWEGO, OR
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 79TO
Date: 6/27/2026
Investment Banking Registered Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
M-
MSC - BD, LLC
MCINTYRE INVESTMENTS, INC. | NAPLES AIS, INC. | MSC - BD, LLC
CRD#: 142927 / SEC#: , 8-67511
BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
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Contact information
Main Address
5 Centerpointe Drive Suite. 400, Lake Oswego, OR 97035
Mailing Address
5 Centerpointe Drive Suite 400, Lake Oswego, OR 97035
Phone number
(503) 515-1313
Established
Florida since 07/10/2006
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
FINRA licenses (13 States and Territories)
Disclosures
| Regulatory Event | 1 |
| Arbitration | 1 |
Red Flags
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