Paul Stanton Viren

Current Employers

Employment History

• 07/2007 → 03/2023
  Strategic Wealth Advisors Group
  Spokane, WA
• 09/2009 → 08/2024
  Lpl Financial Corporation
  Spokane, WA
• 03/2023 → 03/2024
  Mariner Independent Advisor Network, Llc
  Spokane, WA
• 03/2024 → Present
  Merit Financial Advisors
  Spokane, WA
• 08/2024 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2009-09-08 → 2024-08-16
  Lpl Financial Llc
  Spokane, WA
• 2016-07-06 → 2024-03-08
  Mariner Advisor Network
  Spokane, WA
  Overland Park, KS
• 2007-07-18 → 2016-07-06
  Strategic Wealth Advisors Group
  Spokane, WA
• 2004-05-31 → 2010-12-31
  Ffr Advisory Llc
  Seal Beach, CA
  Spokane, WA
• 2008-12-01 → 2009-09-30
  Associated Planners Investment Advisory Inc
  Boston, MA
• 2008-12-01 → 2009-09-08
  Associated Securities Corp.
  Boston, MA
  San Mateo, CA
  Spokane, WA
• 2000-02-15 → 2003-01-07
  Principal Securities, Inc.
  Des Moines, IA

Other Businesses

1. Merit Financial Advisors. Investment Related. At Registered Location. RIA. Wealth Manager. Start Date: 07/15/2024. 160 hrs/ month; all during trading hours. Service clients. 2. Fixed Insurance. Investment Related. At Registered Location. Fixed/ Traditional Insurance. Agent. Start Date: 07/15/2024. 1 hr/ month; all during trading hours. Provide insurance advice based on the needs of client(s). 3. Beads by Beth. Not Investment Related. At Registered Location. Other. Owner. Start Date: 08/12/2010. 1 hr/ month; all during trading hours. I am an artist and show pens I make a number of galleries in our area. None of the gallery owners are clients of ours. 4. Viren and Associates. Investment Related. 11522 N Llyod Charles Lane, Spokane, WA 99218. RIA. RR. Start Date: 07/27/2010. 80 hrs/ month; all during trading hours. RR 5. Whitworth Presbyterian Church. Investment Related. 312 W Hawthorne Rd Spokane, WA 99218. Non-profit. Chairperson for Endowment Committee. 07/2025. Hrs/month 4 with 1 during trading hours. Oversee with the endowment committee the current investment account, managed by Ameriprise. Promote the endowment account to the church members to encourage future contributions. 6. PKS. Investment Related. At the registered location. RR of BD. Commission compensation. 7. Co-Authoring a book - "The Case for Investment Advising as a Virtue-Based Practice; not investment-related; 1522 N Lloyd Charles Lane, Spokane, WA 99218; Co-writing a book; Co-Author; 01/02/2026; 10 hours monthly; 1 hour during securities trading hours; The purpose of the publication will be to help train and educate current financial advisors, those going into the financial services profession and the investing public.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-11-22
• S63 Uniform Securities Agent State Law Examination
  1994-08-24

Designations