Best Investors Account Sign in
Inactive

Paul Grant Truesdell

Truesdell Wealth, Inc.

Ocala, FL

Claim This Profile
Current Employers
Truesdell Wealth, Inc.

200 N.W. 52Nd Ave., Ocala, FL 34482 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-12-02
MI RA APPROVED 2025-12-02
MN RA APPROVED 2025-12-02
NY RA APPROVED 2021-08-20
MA RA APPROVED 2016-04-25
IN RA APPROVED 2016-02-05
OH RA APPROVED 2015-10-07
IA RA APPROVED 2015-08-04
  • FL RA
    APPROVED
    Since 2025-12-02
  • MI RA
    APPROVED
    Since 2025-12-02
  • MN RA
    APPROVED
    Since 2025-12-02
  • NY RA
    APPROVED
    Since 2021-08-20
  • MA RA
    APPROVED
    Since 2016-04-25
  • IN RA
    APPROVED
    Since 2016-02-05
  • OH RA
    APPROVED
    Since 2015-10-07
  • IA RA
    APPROVED
    Since 2015-08-04

Branch Locations

200 N.W. 52Nd Ave., Ocala, FL 34482 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Truesdell Wealth, Inc. Ocala FL 02/2013 Present
Truesdell Consulting, Inc. Ocala FL 11/1992 Present
  • 02/2013 → Present
    Ocala, FL
  • 11/1992 → Present
    Truesdell Consulting, Inc.
    Ocala, FL
Previous Registrations
  • 2011-02-16 → 2013-09-20
    Titan Securities
    Ocala, FL
    Ocala, FL
    Plano, TX
  • 2007-12-21 → 2010-10-06
    Brookstone Securities, Inc.
    Ocala, FL
  • 2002-06-17 → 2007-12-18
    Associated Planners Investment Advisory Inc
    Ocala, FL
  • 2003-04-10 → 2007-12-17
    Associated Securities Corp.
    Ocala, FL
    Ocala, FL
  • 1997-02-28 → 2002-06-14
    The Advisors Group, Inc.
    Dunnellon, FL
Other Businesses

1. TRUESDELL CONSULTING, INC. (TCI) A FL CORPORATION. SOLE SHAREHOLDER: PAUL GRANT TRUESDELL, PRESIDENT. 200 N.W. 52ND AVE, OCALA, FL 34482.TCI SERVES AS THE PRIMARY ARM FOR THE BUSINESS ACTIVITIES OF PAUL GRANT TRUESDELL, INCLUDING BUT NOT LIMITED TO FL INSURANCE AGENCY AND INSURANCE & SECURITIES LITIGATION, BROADCAST JOURNALISM AND NEWS. DUTIES INCLUDE GENERAL SUPERVISION AND ACTIVE ENGAGEMENT OF THE AFOREMENTIONED ON A LIMITED BASIS DURING NORMAL TRADING HOURS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-05-05
  • S65 Uniform Investment Adviser Law Examination
    2000-05-05
Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Ocala, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor