Paul Joseph Deeley

Current Employers

Capvisor Associates, Llc

Dawsonville, GA • United States

Current Registrations

Authority	Category	Status	Date
GA	RA	APPROVED	2017-11-16

GA RA
APPROVED

Since 2017-11-16

Branch Locations

Needham, MA • United States

Dawsonville, GA • 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

Organization	City	State	From	To
Beacon Pointe Advisors, Llc	Newport Beach	CA	02/2015	Present
Capvisor Associates, Llc	Gainesville	GA	09/2017	Present

02/2015 → Present

Beacon Pointe Advisors, Llc

Newport Beach, CA
09/2017 → Present

Capvisor Associates, Llc

Gainesville, GA

Previous Registrations

2016-02-29 → 2017-07-12

Beacon Pointe Advisors, Llc

Needham, MA

Newport Beach, CA
2011-08-02 → 2015-03-30

Albert Heeg Investment Management

Needham, MA

Alameda, CA
2001-03-14 → 2010-11-29

Congress Asset Management Company, Llp

Boston, MA

Other Businesses

GRAND SUMMIT OWNERS ASSOCIATION, NON INVESTMENT RELATED, BARTLETT, NEW HAMPSHIRE, PRESIDENT, BOARD OF DIRECTORS, OF SKI RESORT HOTEL. STARTED IN 2005, APPROXIMATELY 10 HOURS PER MONTH/ 2 DURING TRADING HOURS.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1998-03-12

S65 Uniform Investment Adviser Law Examination

1998-03-12

Other Names

Paul Deeley

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