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Paul Stanton Huebner

Adage Investment Advisors, L.L.C.

Fort Collins, CO

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Current Employers
Adage Investment Advisors, L.L.C.

Fort Collins, CO • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2018-05-09
  • CO RA
    APPROVED
    Since 2018-05-09

Branch Locations

Fort Collins, 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
Paul Huebner Southern Pines NC 03/2011 Present
  • 03/2011 → Present
    Paul Huebner
    Southern Pines, NC
Previous Registrations
  • 2012-03-27 → 2013-12-31
    Seer Investment Advisors
    Southern Pines, NC
    Southern Pines, NC
  • 2011-04-04 → 2012-06-13
    Huebner, Paul
    Southern Pines, NC
  • 1997-01-27 → 2008-11-26
    Goldman Sachs Wealth Services, L.P.
    Dallas, TX
Other Businesses

PAUL HUEBNER HAS A TAX PRACTICE AND SPENDS ABOUT 5 HOURS A MONTH ON TAX RELATED WORK. MOST OF THOSE HOURS ARE DURING THE BUSINESS DAY.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-04-01
S63 Uniform Securities Agent State Law Examination 1995-03-04
  • S65 Uniform Investment Adviser Law Examination
    2011-04-01
  • S63 Uniform Securities Agent State Law Examination
    1995-03-04

View on SEC IAPD

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