Paul Michael Newell

Current Employers

Employment History

• 07/2016 → 09/2017
  Suntrust Bank
  Nashville, TN
• 02/2016 → 06/2016
  Suntrust Bank
  Knoxville, TN
• 02/2018 → 03/2019
  Suntrust Advisory Services, Inc
  Atlanta, GA
• 10/2017 → 03/2019
  Sun Trust Investment Services
  Nashville, TN
• 04/2019 → 01/2021
  Fifth Third Bank
  Cincinnati, OH
• 04/2019 → 01/2021
  Fifth Third Securities
  Cincinnati, OH
• 01/2021 → 01/2022
  Verity & Verity, Llc Dba Verity Investment Partners
  Beaufort, SC
• 02/2022 → Present
  Commonwealth Financial Group
  Daniel Island, NC
• 02/2022 → 08/2023
  Minnesota Life Insurance Co
  St Paul, MN
• 02/2022 → 08/2023
  Securian Financial Services Inc
  St Paul, MN
• 08/2023 → Present
  Cetera Wealth Services, Llc
  Daniel Island, SC
• 08/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 02/2022 → Present
  Commonwealth Financial Group
  Daniel Island, SC

Previous Registrations

• 2022-02-23 → 2023-08-10
  Securian Financial Services, Inc.
  Daniel Island, SC
  St. Paul, MN
• 2021-01-25 → 2022-01-25
  Verity Investment Partners
  Beaufort, SC
• 2019-04-30 → 2021-01-21
  Fifth Third Securities, Inc.
  Nashville, TN
• 2018-02-21 → 2019-05-13
  Truist Advisory Services, Inc.
  Nashville, TN
  Nashville, TN

Other Businesses

1. LICENSED ATTORNEY OF SC POSITION: Independent Contractor NATURE: Attorney INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2009 ADDRESS: 1226 Smythe Street, Daniel Island SC 29492, United States DESCRIPTION: There is no entity involved in this OBA. I am a licensed attorney in good standing in South Carolina as a result of taking and passing the bar exam in 2009 only. I do not and will not be practicing law. This is just to maintain my license. 2. COMMONWEALTH FIXED INSURANCE POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2022 ADDRESS: 225 Seven Farms Drive, Suite 106, Daniel Island SC 29492, United States DESCRIPTION: Fixed Insurance sales as opportunities arise during the normal course of advisory business 3. FROG RENTAL PROPERTY POSITION: Owner NATURE: Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2022 ADDRESS: 1226 Smythe St, Charleston SC 29492, United States DESCRIPTION: Our primary residence has a detached garage with a studio apartment on the second floor. We are renting that out 4. NAME OF OTHER BUSINESS: COMMONWEALTH FINANCIAL GROUP; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 2/2022, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 60, APX NUMBER OF HOURS DURING TRADING HOURS: 12, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams

• S66 Uniform Combined State Law Examination
  2018-02-07

Other Names

• Paul Newell
• Paul Michael Newell
• Paul M Newell