Paul Jude Conforti

Current Employers

Employment History

• 11/1999 → 01/2019
  Capital Analysts Incorporated
  Radnor, PA
• 06/2012 → 01/2019
  Lincoln Investment
  Manasquan, NJ
• 04/2014 → 01/2019
  Mariner Wealth Advisors-Manasquan, Llc
  Manasquan, NJ
• 11/2016 → Present
  Mariner Wealth Advisors
  Manasquan, NJ
• 01/2019 → Present
  Msec, Llc
  Manasquan, NJ

Previous Registrations

• 2012-06-01 → 2019-01-10
  Lincoln Investment
  Manasquan, NJ
• 2012-06-04 → 2019-01-10
  Capital Analysts
  Manasquan, NJ
• 2014-07-22 → 2018-12-31
  Mariner Wealth Advisors
  Overland Park, KS
• 2002-07-26 → 2014-07-21
  Housen Financial Group, Inc.
  Manasquan, NJ
  Manasquan, NJ
• 2002-07-26 → 2012-06-01
  Cincinnati Analysts, Inc.
  Manasquan, NJ
  Manasquan, NJ
  Cincinnati, OH

Other Businesses

MARINER WEALTH ADVISORS POSITION: IAR NATURE: RIA INVESTMENT RELATED: YES NUMBER OF HOURS: 250 SECURITIES TRADING HOURS: 6 START DATE: 11/2016 ADDRESS: 229 EAST MAIN STREET, MANASQUAN NJ 08736 DESCRIPTION: WEALTH MANAGEMENT SERVICES INSURANCE AGENT NATURE: INSURANCE INVESTMENT RELATED: YES NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 05/11/2015 ADDRESS: 229 EAST MAIN STREET, MANASQUAN NJ 08736 DESCRIPTION: INSURANCE SALES MSEC, LLC, 229 EAST MAIN STREET, MANASQUAN NJ 08736; INVESTMENT RELATED; REGISTERED REPRESENTATIVE; START DATE 01/2019; 40 HRS/WK DURING SECURITIES TRADING HOURS. Spring Lake Golf Club; not investment related; Spring Lake, NJ; Treasurer and board member; start date 11/1/25; 5 hours /month, 0 during trading hours; treasurer for private golf club

Exams

• S63 Uniform Securities Agent State Law Examination
  2012-11-05
• S65 Uniform Investment Adviser Law Examination
  2000-04-05

Designations