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PAUL MICHAEL SIMONS
PAUL M SIMONS
CRD#: 1720329
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Investment Adviser
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Previous Broker
PUREFI WEALTH, LLCCRD#: 328459 10 POST OFFICE SQUARE
SUITE 710
BOSTON, MA 02109
Registration History
19901995200020052010201520202025IAPUREFI WEALTH, LLC (CRD# 328459)2023 - Present (1 year)BSEAPORT GLOBAL SECURITIES LLC (CRD# 116270)2017 - 2018 (1 year)BDITTO TRADE, INC. (CRD# 151915)2013 - 2013 (<1 year)BCREDIT SUISSE SECURITIES (USA) LLC (CRD# 816)2006 - 2011 (4 years)BMERRILL LYNCH, PIERCE, FENNER ... (CRD# 7691)1988 - 2006 (18 years)
License(s)

State Registrations

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Massachusetts 11/15/2023

Current Registration(s)
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PUREFI WEALTH, LLC (CRD#:328459)
10 POST OFFICE SQUARE SUITE 710, BOSTON, MA 02109
Registered with this firm since 11/15/2023

Previous Registration(s)
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06/19/2017 - 11/13/2018 SEAPORT GLOBAL SECURITIES LLC (CRD#:116270) NEW YORK, NY
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01/18/2013 - 09/09/2013 DITTO TRADE, INC. (CRD#:151915)
FINRA expelled the firm on 03/03/2016
CHICAGO, IL
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10/16/2006 - 07/29/2011 CREDIT SUISSE SECURITIES (USA) LLC (CRD#:816) NEW YORK, NY
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04/19/1988 - 09/19/2006 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) NEW YORK, NY
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Disclosures
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