Paul Michael Lawless

Current Employers

Employment History

• 10/2003 → Present
  Ameritas Investment Company, Llc
  Lincoln, NE
• 06/1994 → Present
  Lawless, Edwards And Warren-Wealth Management
  Boca Raton, FL
• 06/2006 → Present
  Ameritas Life Insurance
  Lincoln, NE
• 11/2021 → Present
  Ameritas Advisory Services, Llc
  Lincoln, NE
• 05/2024 → Present
  Cig Companies, Llc
  Windermere, FL

Previous Registrations

• 1995-11-15 → 2004-09-30
  The Advisors Group, Inc.
  Boca Raton, FL

Other Businesses

LICENSED AS AN INDEPENDENT AGENT TO SELL FIXED INSURANCE PRODUCTS * HARRIS-HERSH FINANCIAL SERVICES, LTD; 1647 BARCLAY BLVD, BUFFALO GROVE IL 60089; INV REL; CLIENT SEEKS TO SELL HIS LIFE INSURANCE POLICY-LIFE SETTLEMENT; BROKER/AGENT; START DATE=08/2010; HRS/MO=0; TRADING HRS/MO=0; EXECUTE PAPERWORK WITH CLIENT TO BE FORWARDED TO HARRIS-HERSH * LAWLESS, EDWARDS AND WARREN-WEALTH MANAGEMENT; SAME AS BRANCH; INV REL; LLC FORMED FOR FINANCIAL SERVICES BUSINESS IN CONJUNCTION WITH AIC AND AMERITAS; PARTNER; START DATE=06/1994; HRS/MO=250; TRADING HRS/MO=250; CORP-RECEIVES COMMISSIONS AND PAYS SALARIES TO PAUL LAWLESS & STAFF * Lord Management Corporation; 1712 Pioneer Ave Ste 1739, Cheyenne WY 82001; non-inv rel; analytical and quantitative methods for businesses in Luxury Real Estate, Aircraft and Marine industries-acting as manager for business entities; President; start date=10/2014; hrs/mo=1; trading hrs/mo=0; annual compliance, recording and reporting of activities, document execution and managerial direction * PTRN 107 Holdings, LLC; inv rel; 3651 Lindell Rd, Ste 852, Las Vegas, NV 89103; Professional Investment Management; Member; start date=12/2022; hrs/mo=1; trading hrs/mo=0; 99% owner, no duties * CIG Companies, LLC; non inv rel; 603 Main St, Windermere, FL 34786; Board Services; Director; start date=05/2024; hrs/mo=80; trading hrs/mo=40; General advisory board input and interactions on business direction. * Dixie C & S; non inv rel; 4379 Dixie Hwy, Fort Lauderdale, FL 33334; Concrete Forming, Scaffolding, Building Materials, etc.; Consultant; start date=05/2024; hrs/mo=10; trading hrs/mo=5; Assist in preparation and presentation of Asset/Business sale-compilation, negotiation & completion of purchase and sale process to finality * Park Avenue Financial Group; 18 W 18th St 6th Floor, New York NY 10011; non-inv rel; specializes in the business of financial innovation, specifically in the design, execution and protection of innovative first-generation financial solutions tailored to conform to rules-based constraints in law, accounting, regulation, tax, credit ratings and market conventions; Referral; start date=08/2024; hrs/mo=4; trading hrs/mo=0; referral source for clients to assist them with income and estate tax savings via consultation with Park Avenue Financial's legal and accounting team-I will be compensated via referral fee

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-10-11
• S63 Uniform Securities Agent State Law Examination
  1987-05-11

Other Names

• Paul M Lawless