Paul Jay Vladem

Current Employers

Employment History

• 09/1989 → 07/2020
  Investacorp, Inc.
  Miami Lakes, FL
• 07/1996 → 07/2020
  Investacorp Advisory Services, Inc.
  Miami Lakes, FL
• 04/1990 → Present
  Associated Financial Consultants, Inc.
  Ft. Lauderdale, FL
• 10/1989 → Present
  Associated Investor Services, Inc.
  Ft. Lauderdale, FL
• 07/2020 → 06/2024
  Securities America, Inc.
  Ft. Lauderdale, FL
• 07/2020 → 06/2024
  Securities America Advisors, Inc.
  Ft. Lauderdale, FL
• 06/2024 → Present
  Osaic Wealth, Inc.
  Arden, NC

Previous Registrations

• 2020-07-17 → 2024-06-14
  Securities America Advisors, Inc.
  Fort Lauderdale, FL
• 1996-07-23 → 2020-07-17
  Investacorp Advisory Services Inc
  Fort Lauderdale, FL

Other Businesses

1) PAUL J VLADEM-CPA-CPA NAT.: CPA License #HRS: 5 SEC TRADE HRS: 5 -9/18/74 -1491 Estuary Trl, Delray Beach FL 33483 -I hold an active CPA license and use it in my industry practice, I do not certify audits or prepare tax returns 2) DBA - Assocd Financial Consult Inc 3) JEWISH FEDERATION OF BROWARD COUNTY-Invest. Comm. Mbr. NAT.: Jewish Cmty Foundation INVEST. REL.: Yes NO. OF HRS: 2 SEC. TRADING HRS: 0 START DATE: 06/05/19 ADDR.: 5890 S Pine Island Rd., Davie FL 33328 DESC.: Invest. Comm. Mbr. 4) JEWISH CMTY FOUNDATION-Invest. Comm. Mbr. NAT.: Invest. Comm. Mbr. INVEST. REL.: No NO. OF HRS: 2 SEC. TRADING HRS: 0 START DATE: 06/05/19 ADDR.: 5890 S Pine Island Rd., Davie FL 33328 DESC.: Invest. Comm. Mbr. 5) RE AGENTPOS.: RE Agent NAT.: RE License INVEST. REL.: No NO. OF HRS: 0 SEC. TRADING HRS: 0 START DATE: 07/01/86 ADDR.: 1491 ESTUARY TRAIL, Delray Beach FL 33483 DESCR.: Inactive RE License 6) AFV&W RE PTNR.SHIP LLPPOS.: Ptnr. NAT.: RE limited liability ptnr.ship INVEST. REL.: No NO. OF HRS: 0 SEC. TRADING HRS: 0 START DATE: 09/01/96 ADDR.: 2699 Stirling Rd., A-200, Ft. Lauderdale FL 33312 DESC.: Ptnr. in a RE limited liability ptnr.ship that owns a condo office located at 2699 Stirling Rd, Ft. Lauderdale, FL which is leased to Assocd Investor Svcs. In. and Assocd Financial Consult Inc. 7) ROBERT VLADEM TRUSTPOS.: Trust Protector NAT.: Trust INVEST. REL.: No NO. OF HRS: 0 SEC. TRADING HRS: 0 START DATE: 01/01/2016 ADDR.: 430 Acequia Madre, Santa Fe NM 87505 DESC.: My pos. in the org. is Trust Protector, the duties of this pos. are trust protector for the trust of my brother Robert Vladem. 8) ESTATE OF DR STEVE VLADEMPOS.: Co Admin. NAT.: Estate INVEST. REL.: No NO. OF HRS: 0 SEC. TRADING HRS: 0 START DATE: 04/01/13 ADDR.: 40 Skokie Blvd. Ste. 105, Northbrook IL 60021 DESC. My pos. in the org. is Co Admin., the duties of this pos. are co-admin. for the estate of my brother Dr. Steven Vladem. 9) ASSOCIATED FINANCIAL CONSULTANTS INC. POS.: Exec. Chairman Nat.: Ins. Agency INVEST. Rel.: No No. OF Hrs.: 4 SEC. TRADING Hrs.: 1 START DATE: 03/01/1990 ADDR.: 2699 Stirling Rd., A-200, Ft. Lauderdale FL 33312 DESC.: My pos. in the org. is exec. chairman the duties of this pos. are -fixed ins. sales. 10) AFC-AIS HOLDING CORP POSITION: Executive Chairman/Shareholder NATURE: Holding Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/22/2000 ADDRESS: 2699 Stirling Road, A-200, Fort Lauderdale FL 33312 DESCRIPTION: My position in the organization is Executive Chairman/Shareholder, the duties of this position are Executive Chairman/Shareholder-owns 25% holding corporation formed in January 2000, owns 100% of Associated Investor Services,Inc. and Associated Financial Consultants, Inc. 11) ASSOCIATED INVESTOR SERVICES, INC POSITION: Executive Chairman NATURE: Independent Registered Investment Advisor INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 10/01/1989 ADDRESS: 2699 Stirling Road, A-200, Fort Lauderdale FL 33312, United States DESCRIPTION: My position in the organization is executive chairman, the duties of this position are primarily involved in -Investment advice.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-11-01
• S63 Uniform Securities Agent State Law Examination
  1990-03-01

Designations

Other Names

• Paul J Vladem