Paulo M Aguilar

Current Employers

Employment History

• 08/2016 → 05/2017
  Bluerock Capital Markets, Llc
  New York, NY
• 05/2017 → 05/2022
  Inland Securities Corporation
  Oak Brook, IL
• 06/2022 → 11/2023
  Foreside Fund Services, Llc
  Midland Park, NJ
• 06/2022 → 11/2023
  Revitate, Llc
  Midland Park, NJ
• 02/2024 → Present
  Arkadios Capital
  Atlanta, GA

Previous Registrations

• 2011-07-01 → 2012-02-13
  Msi Financial Services, Inc.
  New York, NY
  New York, NY

Other Businesses

1. Wealthstone Group, Is Investment Related,"250 Pehle Ave, Ste 200, Saddle Brook, NJ, 07663, United States, Real Estate Consulting, Partner, Senior Investment Advisor, 10/16/2024, 32 hours per month, 0 hours per month during trading hours, I offer real estate advisory and consulting services, providing strategic guidance to clients on market trends, property investment analysis, portfolio management, marketing strategies, and tax considerations (I do not provide tax advice) that impact their real estate portfolios. I also assist with the purchase or sale of investment properties. I receive compensation based on the projected hours of the client engagement. 2. Thirdline Real Estate Income Fund, Is Investment Related, 1810 MacTavish Ave, Richmond, VA, 23230, United States, Registered Interval Fund Governance, Independent Trustee,7/29/2026,4 hours per month,0 hours per month during trading hours, Other Compensation, Serve as an Independent Trustee for a registered interval fund. Attend quarterly board meetings, review fund performance, oversee the investment adviser and service providers, monitor compliance and governance matters, review valuation and audit reports, approve certain fund contracts, and fulfill fiduciary responsibilities on behalf of shareholders. Role is limited to board oversight and does not include day-to-day management, investment advisory services, capital raising, or solicitation of investors. Compensation consists of a fixed annual board retainer. No commissions, referral fees, equity compensation, or compensation tied to investment sales or assets raised.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-05-03
• S66 Uniform Combined State Law Examination
  2011-03-18

Other Names

• Paulo Aguilar