Mathew M Paul

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

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

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

Current Employers

Employment History

• 12/2020 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 07/2015 → 06/2019
  General Electric O&G
  St. Louis, MO
• 11/2015 → Present
  Mayanah Financial Coaching
  Houston, TX
• 02/2021 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Other Businesses

1) THE MAYANAH GROUP, LLC, 5210 WILLOW CLIFF LANE, SUGAR LAND, TX, FINANCIAL COACHING, MANAGING PARTNER, 11/24/15, NIR- 40 HR/WK- 30/TRADING HR 2) ALTIRAH FINANCIAL SOLUTIONS, 5210 WILLOW CLIFF LANE, SUGAR LAND TX, CPA/ENROLLED AGENT/TAX PREP/ MANAGING PARTNER, 07/28/19, NIR, 4 HR/WK- 0/TRADING HR. 3) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-20/WK-20/TRADING 02/01/21 4) MATHEW M PAUL, 5210 Willow Cliff Ln, Sugar Land TX 77479, 05/2021, INSURANCE REFERRALS, NIR, 1 HR/MONTH 1 HR/MONTH TRADING 5) BETHANYA HOLDINGS LLC / 5210 Willow Cliff Ln, Sugar Land TX 77479 / 03/01/2022 / NIR / OWNER - REAL ESTATE HOLDING LLC / 5 HR/MO - 0 HR/MO TRADING 6) KAVANAH FINANCIAL SOLUTIONS, 10190 Katy Freeway, Suite 460, Houston TX 77043, 08/2024, Owner, 1099, INV REL, 160 HR/MO, 40 HR/MO TRADING. 7) GREENLIGHT HOUSE MINISTRIES, 8215 Long Point Rd, Houston TX 77055, United States, 08/2025, BOARD MEMBER, NIR, 5 HR/MO - 0 HR/MO TRADING. 8) SINAI INSURANCE SOLUTIONS LLC, 10190 Katy Freeway, Suite 370, Houston TX 77043, United States, 05/15/2026, FOUNDER, INSURANCE/BENEFITS/HUMAN RESOURCES, NIR, 10 HR/MO - 2 HR/MO TRADING

Exams

• S66 Uniform Combined State Law Examination
  2020-10-20