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Paul Bartlett Tomchaney

Tomchaney Investment Services, Inc.

Orland Park, IL

CRD 2777875

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Employer firm

Tomchaney Investment Services, Inc. CRD 139152

$42.9M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Tomchaney Investment Services, Inc.

9439 W. 144Th Place, Orland Park, IL 60462 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2006-02-14
  • IL RA
    APPROVED
    Since 2006-02-14

Branch Locations

9439 W. 144Th Place, Orland Park, IL 60462 • 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
OrganizationCityStateFromTo
Tomchaney Investment Services, Inc. Orland Park IL 12/2005 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-11-29
S63 Uniform Securities Agent State Law Examination 1996-10-22
  • S65 Uniform Investment Adviser Law Examination
    1996-11-29
  • S63 Uniform Securities Agent State Law Examination
    1996-10-22
Other Names
  • Paul B Tomchaney

View on SEC IAPD

Nearby Firms

MORGAN STANLEY
OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC

Nearby Investors

ANDREA PAGLIARO
Randall Andrew Scianna
KRISTEN ANNE ROSE

Nearby Offices

MORGAN STANLEY · Orland Park, IL
OSAIC WEALTH, INC. · Orland Park, IL
CETERA INVESTMENT ADVISERS LLC · ORLAND PARK, IL

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