Paul Allan Branshaw

Employer firm

Interactive Financial Advisors CRD 125117

$240M regulatory AUM 20 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 02/2005 → Present
  Interactive Financial Advisors
  Chicago, IL
• 02/2007 → 12/2020
  Branshaw Tax Advisors
  New Lenox, IL
• 02/1997 → Present
  Paul Branshaw
  New Lenox, IL
• 01/2003 → Present
  Branshaw Financial
  New Lenox, IL
• 01/2010 → Present
  Egan Vance Insurance
  Chicago, IL
• 12/2015 → 09/2020
  Brooklight Place Securities, Inc.
  Downers Grove, IL
• 09/2020 → Present
  Fortune Financial Services
  Monaca, PA

Previous Registrations

• 2007-01-03 → 2008-12-31
  Gwn Securities Inc.
  Palm Beach Gardens, FL
  Joliet, IL
  Joliet, IL
  New Lenox, IL
• 2005-03-18 → 2006-12-13
  Mm Ascend Life Investor Services, Llc
  Cincinnati, OH
  New Lenox, IL
  Oakbrook, IL
• 2005-01-04 → 2005-03-09
  Pmg Asset Management Inc
  Joliet, IL
• 2002-10-29 → 2004-12-31
  Pmg Securities Corporation
  Joliet, IL
• 2001-08-07 → 2002-10-29
  Pmg Asset Management Inc
  Joliet, IL

Other Businesses

1) NAME OF BUSINESS: BRANSHAW FINANCIAL; NATURE OF BUSINESS: TAX PREPARATION; LOCATION: 22633 SPENCER ROAD, NEW LENOX, IL 60451 & 100 BATSON COURT, SUITE 104, NEW LENOX, IL 60451; TITLE: TAX PREPARER AS OUTSIDE CONTRACTOR; START DATE: 01/2003; APPROXIMATE NUMBER OF HOURS PER MONTH: FEBRUARY-APRIL 15TH 45 HOURS, NON-PEAK 25; APPROXIMATE NUMBER OF HOURS DURING SECURITIES TRADING HOURS: FEBRUARY-APRIL 15TH 1 HOUR, NON-PEAK 1 HOUR. 2) NAME OF BUSINESS: BRANSHAW FINANCIAL INC.; NATURE OF BUSINESS: FIXED INSURANCE SALES & SERVICES; LOCATION: 100 BATSON COURT, SUITE 104; NEW LENOX, IL 60451; TITLE: VICE-PRESIDENT; START DATE: 01/2007; APPROXIMATE NUMBER OF HOURS PER MONTH: 30; APPROXIMATE NUMBER OF HOURS DURING SECURITIES TRADING HOURS: 1. 3) NAME OF BUSINESS: INTERACTIVE FINANCIAL ADVISORS; NATURE OF BUSINESS: INVESTMENT ADVISORY; LOCATION: 625 N. MICHIGAN AVE, SUITE 1710, CHICAGO, IL 60611; TITLE: INVESTMENT ADVISORY REP; START DATE: 01/1997; APPROXIMATE NUMBER OF HOURS PER MONTH: 120; APPROXIMATE NUMBER OF HOURS DURING SECURITIES TRADING HOURS: 6. 4) NAME OF BUSINESS: EGAN VANCE INSURANCE; NATURE OF BUSINESS: PROPERTY & CASUALTY INSURANCE; LOCATION: 5300 W. DEVON, CHICAGO, IL 60646; TITLE: SALES/REFERRAL BASIS; START DATE: 01/2010; APPROXIMATE NUMBER OF HOURS PER MONTH: 5; APPROXIMATE NUMBER OF HOURS DURING SECURITIES TRADING HOURS: LESS THAN ONE HOUR. THIS IS ONLY AS REFERRAL, RR DOES NOT SIGN AS AN AGENT. 5) NAME OF BUSINESS: PAUL BRANSHAW; NATURE OF BUSINESS: INCOME TAX PREPARATION; LOCATION: 1010 BUTTERFIELD CIRCLE WEST, SHOREWOOD, IL 60404 & 100 BATSON COURT, SUITE 104, NEW LENOX, IL 60451; TITLE: TAX PREPARER; START DATE: 01/1996; APPROXIMATE NUMBER OF HOURS PER MONTH: FEBRUARY-APRIL 15TH 135 HOURS, NON-PEAK 75; APPROXIMATE NUMBER OF HOURS DURING SECURITIES TRADING HOURS: FEBRUARY-APRIL 15TH 3 HOURS, NON-PEAK 2 HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-12-09
• S63 Uniform Securities Agent State Law Examination
  1996-12-31

Other Names

• Paul Allan Branshaw