Paul Macnamara

Current Employers

Redwood Financial Planning, Llc

1812 Front Street, Scotch Plains, NJ 07076 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2023-05-12
PA	RA	APPROVED	2023-03-17

TX RA
APPROVED

Since 2023-05-12
PA RA
APPROVED

Since 2023-03-17

Branch Locations

Carlisle, PA • 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

Organization	City	State	From	To
Strategic Investment Partners	Fayetteville	NC	09/2004	12/2016
Pvg Asset Management Corporation	Carlisle	PA	12/2016	03/2023
Redwood Financial Planning, Llc	Carlisle	PA	03/2023	Present

09/2004 → 12/2016

Strategic Investment Partners

Fayetteville, NC
12/2016 → 03/2023

Pvg Asset Management Corporation

Carlisle, PA
03/2023 → Present

Redwood Financial Planning, Llc

Carlisle, PA

Previous Registrations

2016-12-22 → 2023-04-20

Pvg Asset Management Corp

Mechanicsburg, PA

Carlisle, PA
2009-01-13 → 2016-12-12

Sipco

San Antonio, TX
2005-02-02 → 2007-12-31

Sipco

Fayettville, NC

Other Businesses

1) MACCOMPANY - OWNER/OPERATOR OF CARLISLE, PA FARM; NON-INVESTMENT RELATED; 2) ST. ANNE'S CATTLE COMPANY - PARTNER IN COMPANY PROVIDING LIVE BEEF AND CATTLE SALES; NON-INVESTMENT RELATED.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1996-01-05

S65 Uniform Investment Adviser Law Examination

1996-01-05

View on SEC IAPD