Paul Richard Himmelstein

Current Employers

Employment History

• 01/1980 → Present
  Himmelstein Insurance Brokerage, Inc.
  Bloomfield, CT
• 08/2013 → 09/2024
  Ages Financial Services, Ltd.
  Reading, MA
• 08/2013 → Present
  Trust Advisory Group, Ltd.
  Bloomfield, CT
• 10/2024 → Present
  Stonex Securities Inc
  Bloomfield, CT
• 11/2024 → Present
  Ibn Financial Services, Inc.
  Liverpool, NY

Previous Registrations

• 2013-09-04 → 2024-12-03
  Trust Advisory Group Ltd
  Bloomfield, CT
  Birmingham, AL
• 2010-09-28 → 2013-08-12
  Centaurus Financial, Inc.
  Leesburg, VA
  Bloomfield, CT
• 2010-02-24 → 2010-10-13
  Usa Wealth Management Llc
• 2009-09-08 → 2009-12-01
  Lpl Financial Llc
  Bloomfield, CT
• 2005-11-28 → 2009-09-08
  Waterstone Financial Group, Inc.
  Boston, MA
  Boston, MA
  Bloomfield, CT
  Wilmington, NC
  Stonington, CT
• 2003-06-20 → 2005-12-21
  Westminster Financial Advisory Corp
  Bloomfield, CT
• 1997-02-10 → 2003-04-30
  Voya Financial Advisors, Inc.
  Glastonbury, CT

Other Businesses

President/Owner of Himmelstein Insurance Brokerage, Inc. (formerly D&P Assets, Inc.), a full-service Brokerage General Agent that specializes in life insurance, health insurance and annuities located at 17 Mountain Ave, Bloomfield, CT 06002. Start date 1/1/1980. 80 hours per month; 80 hours during securities related trading hours. This is not investment related. Managing member of 1317 Mountain Associates LLC located at 17 Mountain Avenue, Bloomfield CT 06002 leasing apartments and office space 10 hrs/per month, 4 hrs during trading hours. Not investment related.

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-10-18
• S63 Uniform Securities Agent State Law Examination
  1984-05-03

Designations