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David Andrew Paul

Fusion Planning LLC

Wooster, OH

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Current Employers
Fusion Planning Llc

Wooster, OH • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-11-13
  • OH RA
    APPROVED
    Since 2025-11-13

Branch Locations

Wooster, OH • 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
Suncoast Credit Union Tampa FL 07/2014 10/2021
Cuna Brokerage Services, Inc. Waverly IA 07/2014 09/2021
U.S. Bancorp Investments, Inc. Akrom OH 12/2021 06/2022
Golden Reserve Ria, Llc Akron OH 01/2023 03/2024
Fusion Financial, Inc. Akron OH 09/2022 Present
Stirlingshire Investments Nyc NY 06/2024 08/2025
Fusion Planning Llc Wooster OH 10/2025 Present
  • 07/2014 → 10/2021
    Suncoast Credit Union
    Tampa, FL
  • 07/2014 → 09/2021
    Cuna Brokerage Services, Inc.
    Waverly, IA
  • 12/2021 → 06/2022
    Akrom, OH
  • 01/2023 → 03/2024
    Golden Reserve Ria, Llc
    Akron, OH
  • 09/2022 → Present
    Fusion Financial, Inc.
    Akron, OH
  • 06/2024 → 08/2025
    Nyc, NY
  • 10/2025 → Present
    Wooster, OH
Previous Registrations
  • 2024-06-11 → 2025-08-05
    Wooster, OH
    New York, NY
  • 2023-01-24 → 2024-02-20
    Dublin, OH
    Akron, OH
  • 2021-12-21 → 2022-06-28
    Fairlawn, OH
    Columbus, OH
  • 2014-08-22 → 2021-10-05
    Cuna Brokerage Services, Inc.
    Tampa, FL
    Naples, FL
    Naples, FL
    Naples, FL
    Naples, FL
    Port Charlotte, FL
    Bonita Springs, FL
    Fort Myers, FL
    Tampa, FL
    West Fort Myers, FL
    Labelle, FL
    Ft Myers, FL
    Ft Myers, FL
    Valrico, FL
    Riverview, FL
    Ruskin, FL
  • 2012-07-17 → 2013-08-05
    Truist Investment Services, Inc.
    Orlando, FL
    Orlando, FL
  • 2007-07-03 → 2012-06-28
    Orlando, FL
  • 2005-07-06 → 2007-03-16
    Chase Investment Services Corp.
    Wayne, MI
    Westland, MI
    Troy, MI
    Dearborn Height, MI
    Dearborn, MI
    Dearborn, MI
    Livonia, MI
    Garden City, MI
    Comerce Twp, MI
    Plymouth, MI
    Novi, MI
    Farmington Hills, MI
    Walled Lake, MI
    Wixom, MI
    Northville, MI
    Huntington Woods, MI
    Harper Woods, MI
    Riverview, MI
    Redford, MI
    Lincoln Park, MI
    Westland, MI
    Wyandotte, MI
    Wyandotte, MI
    Grosse Pointe, MI
    Brownstown Twp, MI
    Royal Oak, MI
    Huntington Woods, MI
    Redford, MI
    Westland, MI
    Plymouth, MI
    Livonia, MI
    Livonia, MI
    Livonia, MI
    Canton, MI
    Garden City, MI
    Dearborn Height, MI
    Canton, MI
    Southfield, MI
    Dearborn, MI
    Taylor, MI
    Grosse Pointe Farms, MI
    Orchard Lake, MI
    West Bloomfield, MI
    Farmington Hills, MI
    Detroit, MI
    Detroit, MI
    Detroit, MI
    Detroit, MI
    Northville, MI
    Belleville, MI
    Detroit, MI
    Detroit, MI
    Detroit, MI
    Detroit, MI
    Detroit, MI
    Detroit, MI
    Detroit, MI
    Detroit, MI
    Detroit, MI
    Dearborn Height, MI
    Detroit, MI
    Detroit, MI
    Detroit, MI
    Detroit, MI
    Detroit, MI
    Detroit, MI
    Detroit, MI
    Detroit, MI
    Detroit, MI
    Detroit, MI
    Taylor, MI
    Ann Arbor, MI
    Dearborn, MI
    Inkster, MI
    Allen Park, MI
    Westland, MI
    New Hudson, MI
    Sterling Heights, MI
    Woodhaven, MI
    Canton, MI
  • 2002-09-26 → 2005-07-06
    Banc One Securities Corporation
    Indianapolis, IN
Other Businesses

David Andrew Paul Jr. President. Started 10/01/2022. Consulting, 10Hrs/ month. $5,000 compensation.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-05-29
  • S66 Uniform Combined State Law Examination
    2001-05-29
Other Names
  • Drew Paul
  • David Andrew Paul
  • David Andrew Paul

View on SEC IAPD

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