Paul David Allen

Employer firm

Apforia CRD 327176

$102M regulatory AUM 113 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2012 → Present
  Us Coast Guard
  Virginia Beach, VA
• 04/2015 → Present
  Pim Tax Services
  Virginia Beach, VA
• 04/2015 → 09/2024
  Redeployment Wealth Strategies
  Virginia Beach, VA
• 08/2019 → Present
  Regent University
  Virginia Beach, VA
• 08/2019 → 10/2024
  Regent University
  Virginia Beach, VA
• 05/2023 → Present
  Apforia Ltd.
  Virginia Beach, VA

Previous Registrations

• 2021-02-24 → 2023-12-26
  Redeployment Wealth Strategies Llc
  Virginia Beach, VA
• 2016-02-20 → 2020-12-31
  Redeployment Wealth Strategies Llc
  Virginia Beach, VA

Other Businesses

PIM Tax Services NOT Investment Related 582 Lynnhaven Pkwy #101 Virginia Beach, VA 23452 Tax Planning and Preparation 75% owner 80 hours/month 0 hours/day when securities are trading Tax planning and preparation

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-06-05

Designations

• Certified Financial Planner