Paul Elliott is a registered investment advisor, based in Land O Lakes, FL, with 13 years of industry experience.
Location
Land O Lakes, FL
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Paul is an advisor and branch owner of Iron Rock Wealth Management, LLC, a DBA/support company. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
Raymond James Financial Services, INC.
September 2024 - Present · 1 yr 8 mos
Raymond James Financial Services Advisors, INC
September 2024 - Present · 1 yr 8 mos
Raymond James Financial Services, INC.Broker
September 2024 - Present · 1 yr 8 mos
Previous Registrations
Edward Jones
January 2013 - September 2024 · 11 yrs 8 mos
Edward JonesBroker
November 2012 - September 2024 · 11 yrs 10 mos
State Registrations19 states
CACOCTDCDEFLMAMDMONCNVOHOKPASCTNTXUTVA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.