Paul Anthony Purifoy-robertson

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

• Portfolio management
• Pension consulting
• Seminars and workshops

Experience

11 years in the industry.

1. Bank of America, N.A.Jul 2026 to now
2. Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2026 to now
3. Northwestern Mutual Investment Services, LLCJul 2025 to Apr 2026
4. Northwestern Mutual Life Insurance CompanyJul 2025 to Apr 2026
5. UnemployedApr 2024 to Jul 2025
6. Landaas & CompanyFeb 2024 to Mar 2024
7. Northwestern MutualJul 2023 to Nov 2023
8. FisJun 2022 to Jul 2023
9. US BankJan 2022 to Jun 2022
10. Umb Distribution Services, LLCOct 2019 to Jan 2022
11. Umb Fund Services, Inc.Oct 2019 to Jan 2022
12. UnemployedJun 2019 to Oct 2019
13. Gwfs EquitiesJan 2019 to Jun 2019
14. Crowne Plaza HotelNov 2018 to Dec 2018
15. Rent-a-center, IncSep 2018 to Sep 2018
16. Milwaukee County Fleet ManagementJun 2018 to Aug 2018
17. Hilton Milwaukee City CenterNov 2017 to Feb 2018
18. Bradely Tech High SchoolJul 2017 to May 2018
19. Milwaukee Public Schools- Temporary CoachJun 2017 to Aug 2018
20. Professional Placement Services LLCApr 2017 to Jun 2017
21. Milwaukee Area Technical CollegeOct 2015 to May 2018

Exams passed

• Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 1 state (WI).

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD

7063121

Firm CRD

7691