Paul Eric Hogenson

Current Employers

Employment History

• 02/2017 → Present
  Jw Marriott Camelback Inn
  Scottsdale, AZ
• 04/2021 → 12/2021
  Everett Financial, Dba. Supreme Lending
  Scottsdale, AZ
• 05/2018 → 12/2019
  Realty One Group
  Scottsdale, AZ
• 04/2019 → 03/2020
  Uber
  Scottsdale, AZ
• 06/2022 → 06/2023
  Concorde Investment Services, Llc
  Livonia, MI
• 02/2016 → 02/2017
  Unemployed
  Scottsdale, AZ
• 04/2023 → 06/2023
  Concorde Asset Management, Llc
  Livonia, MI
• 06/2023 → 03/2026
  Great Point Capital, Llc
  Chicago, IL
• 06/2023 → Present
  Quincy Wells Advisors, Llc
  Chicago, IL
• 03/2026 → Present
  Quincy Wells Capital, Llc
  Paradise Valley, AZ

Previous Registrations

• 2023-06-23 → 2026-03-26
  Quincy Wells Advisors, Llc
  Paradise Valley, AZ
  Chicago, IL
• 2023-04-28 → 2023-06-19
  Concorde Asset Management, Llc
  Scottsdale, AZ
  Ann Arbor, MI

Other Businesses

1) JW Marriott Camelback Inn, as a golf-starter and ranger at Camelback Golf Club; 7847 N Mockingbird Ln, Scottsdale, AZ 85253; start date was February,15, 2017. 0 hours worked during normal trading hours. 0-32 hour/month outside of normal trading hours. Non-investment or securities related. 2) Paul Hogenson PLLC, real estate agent, 6000 E Quartz Mountain Rd, Paradise Valley AZ, 85253, start date was April, 5, 2022. Real estate referrals/collecting referral fees only, 0 hours worked during normal trading hours. 1-5 hours/month during non trading hours, Non-investment or securities related. 3) Paul Hogenson offers CPA CE through public speaking, webinars, seminars and guest appearances. He also gives presentations on tax mitigation. These are offered through his DBA DST Investment Advisors. He receives no income from this activity. He spends roughly 4 hours during trading hours a month on this. The address is 15169 N Scottsdale Rd #205; Scottsdale, AZ 85254

Exams

• S66 Uniform Combined State Law Examination
  2023-01-13
• S63 Uniform Securities Agent State Law Examination
  2022-07-12