Paul Michael Soraci

Current Employers

Employment History

• 03/1994 → Present
  Osaic Wealth, Inc.
  Fort Collins, CO

Previous Registrations

• 1999-01-01 → 2008-12-03
  Financial Design & Management, Inc.
  Fort Collins, CO

Other Businesses

1. CORPORATE REGISTERED INVESTMENT ADVISOR, OLD TOWN WEALTH ADVISORS, INVESTMENT RELATED,227 S HOWES ST FT COLLINS CO 80521, PARTNER, STARTED 6/1/2008, 90 HOURS PER MONTH, 90 HOURS DURING SECURITIES TRADING HOURS, ASSET SOLICITOR 2. RENTAL PROPERTY POSITION: owner NATURE: Sched E rental property INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/15/2012 ADDRESS: 4342 Sheridan Av, Loveland CO 80538, United States DESCRIPTION: Inherited the property when my dad died. Have a long term tenant that maintains the property in excellent condition. I collect the rent and schedule any repairs if and when they are necessary. 3. RENTAL PROPERTY POSITION: owner NATURE: Vacation rental. My wife and I purchased this property with the idea that we would vacation there more in the winter as we look ahead to retirement. In the meantime it is rented by a property manager. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/06/2012 ADDRESS: 10222 N 12th Pl, Phoenix AZ 85020, United States DESCRIPTION: Property is managed by a property manager and my time spent on management is minimal. 4. RENTAL PROPERTY POSITION: owner NATURE: Sched E Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/15/2017 ADDRESS: 2300 Mt Werner CI, Unit 356E4, Steamboat CO 80487, United States DESCRIPTION: I own a 1/8 interest in a condo at the Steamboat Grand in Steamboat CO The hotel does all the booking and management. I pay the 1/4 HOA dues and review the HOA newsletters. My wife and I are allowed to use the property pool, parking and other amenities as owners. When occupancy is below 90% we are entitled to use a condo similar to the one we own. We use this for family gatherings. 5. PAUL SORACI POSITION: Other - insurance agent NATURE: Sole Proprietorship - INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1989 ADDRESS: 125 S Howes St 6B, FORT COLLINS CO 80521, United States DESCRIPTION: occasional life insurance sales 6. ADVANTAGE TAX POSITION: Owner - NATURE: Sole Proprietorship - INVESTMENT RELATED: No NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 40 START DATE: 01/01/1987 ADDRESS: 227 S Howes St, Fort Collins CO 80521, United States DESCRIPTION: Tax Preparation which means I prepare Income Tax Returns on an annual basis for both Federal and state tax returns.

Exams

• S63 Uniform Securities Agent State Law Examination
  1990-06-19