Paul Desmond Costello

Current Employers

Costello Financial Planning, Inc.

Arlington Heights, IL • United States

Current Registrations

Authority	Category	Status	Date
MI	RA	APPROVED	2024-12-12
IL	RA	APPROVED	2019-03-27

MI RA
APPROVED

Since 2024-12-12
IL RA
APPROVED

Since 2019-03-27

Branch Locations

Arlington Heights, IL • 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
Deutsche Bank Securities, Inc.	Chicago	IL	09/2015	04/2018
Costello Financial Planning	Arlington Heights	IL	04/2018	Present

09/2015 → 04/2018

Deutsche Bank Securities, Inc.

Chicago, IL
04/2018 → Present

Costello Financial Planning

Arlington Heights, IL

Other Businesses

Partner at Brothers Tax LLC. Brothers Tax LLC is a company which prepares tax returns for its clients. It is not investment related. I started working with Brothers Tax, LLC in January 2019. I devote approximately 20 hours a month during the period of January to April every year.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2019-03-13

S65 Uniform Investment Adviser Law Examination

2019-03-13

Other Names

Paul Costello

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