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Paul Randall Maynor

Onyx Bridge Wealth Group LLC

Dover, DE

Kennett Square, PA

Tarrytown, NY

CRD 2786627

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Employer firm

Onyx Bridge Wealth Group LLC CRD 306097

$1.37B regulatory AUM 2 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

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

Current Employers
Onyx Bridge Wealth Group Llc

120 White Plains Road Suite 115, Tarrytown, NY 10591 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-09-07
DE RA APPROVED 2021-03-18
PA RA APPROVED 2021-03-16
  • TX RA
    APPROVED_RES
    Since 2022-09-07
  • DE RA
    APPROVED
    Since 2021-03-18
  • PA RA
    APPROVED
    Since 2021-03-16

Branch Locations

57 Saulsbury Road, Dover, DE 19901 • United States

415 Mcfarlan Road Ste 112C, Kennett Square, PA 19348 • United States

120 White Plains Road Suite 115, Tarrytown, NY 10591 • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services, Inc. Kennett Square PA 03/2014 03/2021
Ameriprise Financial Services, Inc Kennett Square PA 03/2014 03/2021
Onyx Bridge Wealth Group Llc Tarrytown NY 03/2021 Present
  • 03/2014 → 03/2021
    Ameriprise Financial Services, Inc.
    Kennett Square, PA
  • 03/2014 → 03/2021
    Ameriprise Financial Services, Inc
    Kennett Square, PA
  • 03/2021 → Present
    Tarrytown, NY
Previous Registrations
  • 2014-03-14 → 2021-03-25
    Kennett Square, PA
    Fort Washington, PA
  • 2013-05-02 → 2014-01-16
    West Chester, PA
  • 2010-07-13 → 2013-04-16
    Osaic Fa, Inc.
    Wilmington, DE
    Cherry Hill, NJ
    Kennett Square, PA
  • 2007-06-21 → 2010-03-25
    Wilmington, DE
    Chevy Chase, MD
    Wilmington, DE
  • 2002-12-10 → 2007-06-04
    Msi Financial Services, Inc.
    Newark, DE
    Newark, DE
  • 1999-07-06 → 2003-01-02
    1717 Capital Management Company
    Newark, DE
Other Businesses

1.) Business Ownership; FCFG; President; It is an entity used only for compensation for me and my empolyees. It has no other purpose or function; Kennett Square, PA 19348; Not Investment Related; Aug 2020; 1 to 9 hours per month; 1-9 during trading hours. 2.) Independent Insurance Brokering; Great American; June 2006/ Fidelity and Guaranty; June 2006/ Mutual of Omaha; Jan 2011/ American Equity; June 2006/ AIG; Jan 2005; Fixed Annuity.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1996-09-11
S65 Uniform Investment Adviser Law Examination 1996-09-11
  • S63 Uniform Securities Agent State Law Examination
    1996-09-11
  • S65 Uniform Investment Adviser Law Examination
    1996-09-11
Other Names
  • Paul R Maynor
  • Paul Maynor

View on SEC IAPD

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