Paul Daniel Knott

Current Employers

Employment History

• 10/2008 → Present
  Comprehensive Asset Management & Servicing, Inc.
  Parsippany, NJ
• 05/2008 → Present
  Old North State Wealth Management, Llc
  Wilmington, NC
• 04/2015 → Present
  Knott, Richartz & Co., Cpas
  Wilmington, NC

Previous Registrations

• 2001-12-31 → 2008-10-21
  Citigroup Global Markets Inc.
  Wilmington, NC
  Wilmington, NC

Other Businesses

1. OLD NORTH STATE WEALTH MANAGEMENT LLC - INVESTMENT RELATED - WILMINGTON, NC - REGISTERED INVESTMENT ADVISER - SOLE OWNER/MANAGING MEMBER - 5/2008 - 140 HOURS/MONTH DURING SECURITIES TRADING HOURS -FINANCIAL PLANNING AND ASSET MANAGEMENT. 2. KNOTT, RICHARTZ & CO., CPAS; WILMINGTON, NC; BUS. TYPE: TAX PREPARATION; SVC. DESCRIPTION: TAX PREPARATION; START DATE: 04/01/2015; TITLE: PARTNER, 50% OWNER; DUTIES: TAX CONSULTANT; TIME SPENT: 10%. 3. 1430 Commonwealth Property Owners Assoc Inc, Investment related:No, 1430 Commonwealth Drive, Ste 102, Wilmington, NC, 28403, , Sect/Treas, 07/01/2022, 2 hours per year, role is to bring to the Association's attention items that need to be voted on. also review the reconciled monthly financials. All general financial activity of POA is handled by a professional property management company. Management Co collect rents, pay all bills, reconcile accounts, and produce financial statements for the POA 's Board to review. Management Co signs all vendor checks. They will also suggest timing of large repairs (parking lot/elevator/roof) 4. Troop 26 of Wesley United Methodist Church, Investment related:No, 5208 Clear Run Dr, Wilmington, NC, 28403-1917, Treasurer for Boy Scout Troop, Treasurer, 06/01/1964, 2 hours per week, I maintain books and records for the Scout Troop. I provide a reconciled bank statement to the Troop's Committee each month.

Exams

• S66 Uniform Combined State Law Examination
  2001-01-19
• S65 Uniform Investment Adviser Law Examination
  1998-01-09
• S63 Uniform Securities Agent State Law Examination
  1997-12-31

Designations