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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2023-06-29 |
Branch Locations
Bellingham, WA • United States
2950 Newmarket Street Suite 101-333, Bellingham, WA 98226 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self Employed - Paulson Financial Services | Bellingham | WA | 11/2006 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 01/2013 | Present |
| Thrive Business Group | Bellingham | WA | 01/2020 | 01/2023 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
(1) FIXED INSURANCE: LIFE, DISABILITY, ANNUITIES; (2) NAME OF OTHER BUSINESS: PAULSON FINANCIAL SERVICES,LLC. INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED NATURE OF BUSINESS: INVESTMENT PLANNING AND INCOME TAX PREPARATION START DATE: 01/04/2016 POSITION/TITLE/RELATIONSHIP: OWNER/ SOLE BOARD MEMBER & EMPLOYEE OF THE CORPORATION. APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: VARIES BRIEF DESCRIPTION OF DUTIES: INVESTMENT PLANNING, BUDGET & DEBT COUNSELING. (3) NAME OF OTHER BUSINESS: PAULSON FINANCIAL SERVICES,LLC.; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: INCOME TAX PREPARATION; START DATE: 1/2023; POSITION/TITLE/RELATIONSHIP: OWNER/TAX PREPARER; APX NUMBER OF HOURS PER WEEK: 10; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; BRIEF DESCRIPTION OF DUTIES: INDIVIDUAL TAX PREPARATION;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1996-12-05 |
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