Laurence Paul

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

10 years in the industry.

1. Bank of America, N.A.Mar 2026 to now
2. Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2026 to now
3. Alliance Services for TbiOct 2025 to now
4. Gold Coast ValetMay 2025 to now
5. LPL Enterprise, LLCNov 2024 to Jan 2026
6. The Prudential Insurance Company of AmericaAug 2024 to Jan 2026
7. Pruco Securities LLCApr 2024 to Nov 2024
8. Family Residence and Essentials EnterprisesApr 2024 to Aug 2024
9. Rise Life ServicesMar 2024 to May 2025
10. NY State SolarFeb 2024 to Feb 2024
11. Pruco Securities LLCJun 2023 to Nov 2023
12. PNC BankNov 2021 to Dec 2023
13. 7 ElevenNov 2021 to Feb 2022
14. Port St Lucie ManagementFeb 2021 to Jun 2021
15. Home DepotOct 2020 to Nov 2021
16. One Stop Health ShopJun 2020 to May 2023
17. UnemployedJan 2020 to Jun 2020
18. SprintOct 2019 to Jan 2020
19. UnemployedMar 2019 to Oct 2019
20. Jacobs School of Medicine and Biomedical ScienceAug 2018 to Mar 2019
21. Maryhaven Center of HopeJan 2018 to Aug 2018
22. Independent Group Home LivingFeb 2017 to Feb 2019
23. Family Residence and Essentials EnterprisesFeb 2016 to Feb 2017

Exams passed

• Series 66 · Uniform Combined State Law2024

State registrations

Registered as an investment adviser representative in 2 states (NY, TX).

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

7796947

Firm CRD

7691