Best Investors Account Sign in
Inactive

Paul Edmund Housey

Isto Advisors, LLC

Troy, MI

Troy, MI

Claim This Profile
Current Employers
Isto Advisors, Llc

2150 Butterfield Drive Suite 220, Troy, MI 48084 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2020-01-03
MI RA APPROVED 2016-09-30
  • IL RA
    APPROVED
    Since 2020-01-03
  • MI RA
    APPROVED
    Since 2016-09-30

Branch Locations

2150 Butterfield Drive #220, Troy, MI 48084 • United States

2150 Butterfield Drive Suite 220, Troy, MI 48084 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Walsh College Troy MI 07/2008 12/2018
Snook Housey Advisors Troy MI 01/2008 Present
Flipside Consulting, Llc Troy MI 09/2012 Present
Isto Advisors, Llc Troy MI 09/2016 Present
  • 07/2008 → 12/2018
    Walsh College
    Troy, MI
  • 01/2008 → Present
    Snook Housey Advisors
    Troy, MI
  • 09/2012 → Present
    Flipside Consulting, Llc
    Troy, MI
  • 09/2016 → Present
    Troy, MI
Previous Registrations
  • 2013-01-17 → 2017-08-10
    Snook Housey Advisors, Inc.
    Troy, MI
  • 2010-06-23 → 2013-07-01
    Northstar Financial Partners, Inc.
    Warren, MI
    Troy, MI
Other Businesses

1. 06/28/2013 - Building Bridges - NOT INV REL - Community, Civic and Charitable Board - 10% TIME SPENT - Founder 2. 06/28/2013 - FlipSide Stories, LLC - NOT INV REL - Family Business - NO TIME SPENT 3. 06/28/2013 - Non-Variable Insurance - INV REL - Fixed Life & Annuity - 5% TIME SPENT 4. 06/28/2013 - Snook Housey Advisors, INC - INV REL - AT REPORTED LOCATION - DBA for LPL Business (entity for LPL business) - 90% TIME SPENT 5. 07/11/2013 - FlipSide Consulting - INV REL - Registered Investment Advisor - Hybrid - 90% TIME SPENT 6. 07/30/2014 - Housey Financial Network - INV REL - 2150 Butterfield Dr. Suite 220, Troy, MI 48084 - DBA for LPL Business (entity for LPL business) - START 01/01/2015 - 40 HOURS PER MONTH - FlipSide Consulting (RIA), I would also do fixed insurance business outside of LPL through this entity. 7. 09/18/2014 - HOUSEY FINANCIAL - INV REL - 2150 Butterfield Dr., Suite 220 Troy MI 48084 - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - TIME SPENT 200 HOURS - TROY, MI

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2000-01-27
S65 Uniform Investment Adviser Law Examination 1998-03-05
  • S63 Uniform Securities Agent State Law Examination
    2000-01-27
  • S65 Uniform Investment Adviser Law Examination
    1998-03-05
Designations
Other Names
  • Paul Housey

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Troy, MI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor