Paul Wilfred Majane

Employer firm

Trust Advisory Group Ltd CRD 106926

$314M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2001 → 02/2017
  Source Capital Group, Inc.
  Westport, CT
• 02/2017 → 09/2024
  Ages Financial Services, Ltd.
  Reading, MA
• 02/2017 → Present
  Trust Advisory Group, Ltd
  Sedona, AZ
• 09/2024 → Present
  Stonex Securities Inc
  Sedona, AZ

Previous Registrations

• 2006-10-18 → 2017-02-10
  Source Capital Group, Inc.
  Westport, CT
  Westport, CT
  Sedona, AZ
  Westport, CT
  Westport, CT
• 2002-02-13 → 2006-10-17
  Source Capital Management
  Westport, CT
  Westport, CT

Other Businesses

Parade Deck Holdings, Inc.; NOT investment relates; 413 Independence Ave SE, Washington DC, 20003; working with the VA, VFW, and military organizations to help military veterans; member of the Board of Directors; 09/03/2025; 1 hr/month during non-trading hours; comment on ongoing business development

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-11-16
• S63 Uniform Securities Agent State Law Examination
  1987-12-15