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Lynda Corean Paul

Sound Money Management, Inc.

San Antonio, TX

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Current Employers
Sound Money Management, Inc.

San Antonio, TX • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2018-12-03
IL RA APPROVED 2010-08-16
  • TX RA
    APPROVED
    Since 2018-12-03
  • IL RA
    APPROVED
    Since 2010-08-16

Branch Locations

San Antonio, TX • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Retirement Planning Center Of Norther Il Gurnee IL 03/2001 07/2019
Sound Money Management, Inc. (154752) San Antonio TX 08/2010 Present
  • 03/2001 → 07/2019
    Retirement Planning Center Of Norther Il
    Gurnee, IL
  • 08/2010 → Present
    Sound Money Management, Inc. (154752)
    San Antonio, TX
Previous Registrations
  • 1998-10-29 → 2009-05-19
    Msi Financial Services, Inc.
    Buffalo Grove, IL
    Gurnee, IL
    Gurnee, IL
    Gurnee, IL
Other Businesses

NON PRACTICING CPA INDEPENDENT INSURANCE BROKER

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-06-05
S63 Uniform Securities Agent State Law Examination 1996-03-14
  • S65 Uniform Investment Adviser Law Examination
    1998-06-05
  • S63 Uniform Securities Agent State Law Examination
    1996-03-14
Designations
Other Names
  • Lynda Collins

View on SEC IAPD

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