Paul Joseph Puro

Employer firm

Rhl Group, LLC CRD 330716

$155M regulatory AUM 3 advisory clients

Reported services (Item 5G)

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

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2024 → Present
  Rhl Group, Llc
  Holly, MI
• 06/2014 → 08/2024
  Cambridge Investment Research, Inc
  Fairfield, IA
• 06/2014 → 08/2024
  Cambridge Investment Research Advisors, Inc
  Fairfield, IA

Previous Registrations

• 2014-06-24 → 2024-08-30
  Cambridge Investment Research Advisors, Inc.
  Holly, MI
• 2014-05-13 → 2014-06-24
  Spc
  Holly, MI
  Ann Arbor, MI

Other Businesses

1) INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 15 hrs/mo 2) PURO FINANCIAL SERVICES, LLC, 7027 DAVISON ROAD, DAVISON, MI, PERSONAL LLC, OWNER, INV REL, 03/31/20, 1/MO-0/TRADING

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-05-05
• S63 Uniform Securities Agent State Law Examination
  1996-09-23

Other Names

• Paul J Puro