Paul Christian Lorentzen

Current Employers

Employment History

• 10/1997 → 11/2020
  Linder Capital Advisors
  Port Jefferson Station, NY
• 09/2016 → 03/2017
  National Securities Corporation
  Port Jefferson, NJ
• 09/2016 → 03/2017
  National Asset Management
  Port Jefferson, NY
• 09/2019 → 11/2020
  Liberty Partners Financial Services, Llc
  Port Jefferson Station, NY
• 12/2003 → 09/2020
  Lorentzen & Trifari Cpa's, P.C.
  Port Jefferson Station, NY
• 10/1986 → 10/2016
  Pinoak Enterprises, Ltd.
  Hauppauge, NY
• 10/2020 → 11/2020
  Cardea Capital Advisors, Llc
  Atlanta, GA
• 11/2020 → Present
  B. Riley Wealth Advisors, Inc.
  Lake Ronkonkoma, NY

Previous Registrations

• 2003-05-19 → 2020-11-19
  Lindner Capital Advisors, Inc.
  Marietta, GA
• 2016-09-12 → 2017-03-17
  B. Riley Wealth Advisors, Inc.
  Port Jefferson Station, NY

Other Businesses

(1) LORENTZEN & TRIFARI, CPA'S; NOT INVESTMENT RELATED; 500 PORTION RD. STE 4 RONKONKOMA, NY 11779; COLLECT ACCOUNTS RECEIVABLE AND BUYOUT; PRESIDENT, 0 HRS PER MONTH DEVOTED. (2)B. RILEY WEALTH TAX SERVICES, TAX & FINANCIAL PLANNING, EMPLOYEE, START 10/2020, 160 HRS PER MONTH ALL DURINF TRADING HRS, NOT INVETMENT RELATED... (3) ELITE WEALTH MANAGEMENT, PRESIDENT, NESCONSET, NY, ZERO HRS PER MONTH, ZERO DURING TRADING HRS, NON INVESTMENT-RELATED. 4) B. RILEY WEALTH INSURANCE; INVESTMENT-RELATED; SAME ADDRESS AS BRWM; FIXED INSURANCE SALES; LICENSED INSURANCE AGENT; START DATE 09/2025; AS MANY HOURS AS NEEDED PER MONTH

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-08-22
• S63 Uniform Securities Agent State Law Examination
  1993-10-08

Designations

Other Names

• Paul Lorentzen