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William Joseph Paladino

Paladino Wealth

Montgomery, TX

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Current Employers
Paladino Wealth

700 Mccaleb Road Suite L, Montgomery, TX 77316 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-05-01
  • TX RA
    APPROVED
    Since 2020-05-01

Branch Locations

700 Mccaleb Road Suite L, Montgomery, TX 77316 • 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
Kms Financial Services, Inc. Seattle WA 10/2013 04/2020
Aviator Financial Consulting Llc Conroe TX 04/2020 Present
United Airlines Houston TX 04/1996 Present
  • 10/2013 → 04/2020
    Kms Financial Services, Inc.
    Seattle, WA
  • 04/2020 → Present
    Aviator Financial Consulting Llc
    Conroe, TX
  • 04/1996 → Present
    United Airlines
    Houston, TX
Previous Registrations
  • 2013-10-23 → 2020-04-30
    Kms Financial Services, Inc.
    Bethlehem, PA
    Spring, TX
    Seattle, WA
    Spring, TX
    Bethlehem, PA
    Montgomery, TX
  • 2010-09-07 → 2013-12-31
    Pks Advisory Services, Llc
    Spring, TX
    Albany, NY
    Spring, TX
Other Businesses

1. UNITED AIRLINES. NOT INVESTMENT RELATED. 77 WACKER DR, CHICAGO, IL 60601. PILOT. 100 HRS/MO. PILOT. 10/1996.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2013-06-26
S65 Uniform Investment Adviser Law Examination 2010-07-27
  • S63 Uniform Securities Agent State Law Examination
    2013-06-26
  • S65 Uniform Investment Adviser Law Examination
    2010-07-27
Other Names
  • Joe Paladino
  • William Paladino

View on SEC IAPD

Other Firms

EDWARD JONES
LPL FINANCIAL LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
KWM PARTNERS LLC
OSAIC WEALTH, INC.
CENTAURUS FINANCIAL, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
BLOCTECH MANAGEMENT, LLC

Other Investors

James Roderick Allen
SCOTT BRAD DEAN
JEREMY JOE WALKER
Bryan Joseph Sullivan
Samuel Schmittgens
Lauren Nicole Shanks
JEFFREY Wade GONZALES
Rachel Sokira Clark

Other Offices

EDWARD JONES · MONTGOMERY, TX
LPL FINANCIAL LLC · MONTGOMERY, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Montgomery, TX
EDWARD JONES · CONROE, TX
KWM PARTNERS LLC · CONROE, TX
EDWARD JONES · Conroe, TX
LPL FINANCIAL LLC · CONROE, TX
OSAIC WEALTH, INC. · Conroe, TX

More in Montgomery, TX

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