Paul Jay Reiferson

Current Employers

Whitwell Advisors

Bee Cave, TX • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APP_PEND_IARCE	2026-01-01

FL RA
APP_PEND_IARCE

Since 2026-01-01

Branch Locations

Bee Cave, TX • United States

Miami, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Wellinks	Fairfield	CT	01/2013	01/2019
Rs Family Llc	Fort Lauderdale	FL	01/2019	Present
Self-Employed	Westport	CT	08/2021	07/2022
Compound Planning	New York	NY	11/2023	12/2024
Whitwell & Co.	Austin	TX	12/2024	Present

01/2013 → 01/2019

Wellinks

Fairfield, CT
01/2019 → Present

Rs Family Llc

Fort Lauderdale, FL
08/2021 → 07/2022

Self-Employed

Westport, CT
11/2023 → 12/2024

Compound Planning

New York, NY
12/2024 → Present

Whitwell & Co.

Austin, TX

Previous Registrations

2023-12-26 → 2025-01-03

Compound Planning, Inc.

New York, NY

Fort Lauderdale, FL

Other Businesses

1. 4200 Real Estate LLC; 125 S. State Rd 7, Wellington, Fl 33414; real Estate Holding Company; Director; 12/2019-current, 0 hours per month. 2. Greenhouse Workz Inc.; 65 N. Laser Drive, Pueblo West, CO 81007; Agricultural Company; Director;12/2019-present; 0 hours per month 3. RS Family LLC; 215 N. New River Drive E, Apt. 3250, Fort Lauderdale, FL 33301; the LLC holds P. Reiferson's collection of photographs and other historical objects; Director; 06/2012-current; the number of work hours varies each month, but it is less than full-time.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2023-09-01
S63	Uniform Securities Agent State Law Examination	1996-10-31

S65 Uniform Investment Adviser Law Examination

2023-09-01
S63 Uniform Securities Agent State Law Examination

1996-10-31

View on SEC IAPD