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Paul David Mendelsohn

Windham Financial Services, Inc.

Steamboat Springs, CO

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Current Employers
Windham Financial Services, Inc.

Steamboat Springs, CO • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2019-11-05
MA RA APPROVED 2014-02-07
VT RA APPROVED 1994-11-08
  • CO RA
    APPROVED
    Since 2019-11-05
  • MA RA
    APPROVED
    Since 2014-02-07
  • VT RA
    APPROVED
    Since 1994-11-08

Branch Locations

Steamboat Springs, CO • 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
OrganizationCityStateFromTo
Windham Financial Services, Inc. West Dover VT 09/1983 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-10-16
S63 Uniform Securities Agent State Law Examination 1993-12-23
  • S65 Uniform Investment Adviser Law Examination
    1996-10-16
  • S63 Uniform Securities Agent State Law Examination
    1993-12-23
Other Names
  • Paul Mendelsohn

View on SEC IAPD

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