Lisa Marie Paoli

Current Employers

Employment History

• 01/2013 → 06/2018
  Allstate Insurance Co
  Fort Lauderdale, FL
• 12/2012 → Present
  Paoli Insurance Agency Llc
  Fort Lauderdale, FL
• 09/2018 → 09/2019
  Summit Brokerage
  Boca Raton, FL
• 09/2019 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 08/2019 → 05/2021
  Summit Financial Group Inc
  Fort Lauderdale, FL
• 08/2021 → Present
  Km Wealth Managemen
  Palm Beach Gardens, FL
• 10/2019 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2019-08-08 → 2021-05-20
  Summit Financial Group Inc
  Ft Lauderdale, FL

Other Businesses

1) PAOLI INSURANCE AGENCY LLC; INVESTMENT RELATED; 1 LAS OLAS CIR #1206 FORT LAUDERDALE, FL 33316; PROPERTY & CASUALTY INSURANCE; MANAGING MEMBER; 12/01/2012; APPX 0 HOURS/MONTH; APPX 0 HOURS/MONTH DURING TRADING; OWNER 2) PAOLI CONSTRUCTION; NOT INVESTMENT RELATED; 748 SEVEN GABLES PALM BAY, FL 32909; CONSTRUCTION COMPANY; SECRETARY/TREASURER; 01/01/2000; APPX 0 HOURS/MONTH; APPX 0 HOURS/MONTH DURING TRADING; NO DUTIES, FATHER'S COMPANY-LISTED IN THE EVENT OF HIS DEATH 3) PAOLI HOMES LLC; NOT INVESTMENT RELATED; 748 SEVEN GABLE CIR PALM BAY, FL 32090; HOME CONSTRUCTION COMPANY; SECRETARY/TREASURER; 01/01/2000; APPX 0 HOURS/MONTH; APPX 0 HOURS/MONTH DURING TRADING; NO DUTIES 4) PAOLI WEALTH MANAGEMENT; NOT INVESTMENT RELATED; 1 LAS OLAS CIR #1206 FT LAUDERDALE, FL 33316; LLC FOR PERSONAL USE FOR ESTATE AND TAX PLANNING; MANAGING MEMBER; 12/01/2012; APPX 0 HRS/MONTH; APPX 0 HRS/MONTH DURING TRADING; OWNER 5) NAME OF OTHER BUSINESS: KM WEALTH MANAGEMENT ; INVESTMENT RELATED: YES ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: FINANCIAL SERVICES ; START DATE: 08/2021 ; POSITION/TITLE/RELATIONSHIP: OWNER/ PARTNER / FINANCIAL PROFESSIONAL ; APX NUMBER OF HOURS PER WEEK: 60 ; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 ; BRIEF DESCRIPTION OF DUTIES: INVESTMENTS AND ASSET MANAGEMENT ; 6) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 9/2022; APX NUMBER OF HOURS PER WEEK: 4; APX NUMBER OF HOURS DURING TRADING HOURS: 4; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS PROPERTY & CASUALTY; 7) NAME OF OTHER BUSINESS: ALT-236 DBA MOBICLOCKS; INVESTMENT RELATED: NO; ADDRESS: 6451 N FEDERAL HWY #406, FORT LAUDERDALE, FL 33308; NATURE OF BUSINESS: WORKPLACE TIMECLOCKS; START DATE: 4/2023; POSITION/TITLE/RELATIONSHIP: SALESPERSON; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 5; BRIEF DESCRIPTION OF DUTIES: MAKING WARM INTRODUCTIONS TO HELP PEOPLE OVERCOME THEIR PHANTOM EMPLOYEE ISSUES; 8) NAME OF OTHER BUSINESS: HOTALING INSURANCE SERVICES; INVESTMENT RELATED: NO; ADDRESS: 1800 E LAS OLAS BLVD 2ND FLOOR, FORT LAUDERDALE, FL 33301; NATURE OF BUSINESS: PROPERTY & CASUALTY; START DATE: 1/2024; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: PROPERTY & CASUALTY INSURANCE;

Exams

• S66 Uniform Combined State Law Examination
  2019-07-25
• S63 Uniform Securities Agent State Law Examination
  2001-02-13

Other Names

• Lisa Marie Paoli
• Lisa Marie Paoli Marcello
• Lisa Marie-Paoli Marcello
• Lisa Marie Paoli-Marcello