DP
CFA
DP
CFA

Donovan Paul

32 Years of Experience
Broker

Donovan Paul is a CFA-designated registered investment advisor, based in Greenwood Village, CO, with 32 years of industry experience.

Location

8480 E Orchard Road, Suite 1200, Greenwood Village, CO, 80111

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History

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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Other Business Activities

Jerry helps manage a real estate partnership for friends and family. This activity is not investment-related.

Employment History
Current Registrations
Rfs PartnersBroker
September 2020 - Present · 5 yrs 7 mos
Icon Advisers, INC.
June 2013 - Present · 12 yrs 10 mos
Previous Registrations
Icon Distributors, INC.Broker
October 2013 - September 2020 · 6 yrs 11 mos
Essential Investment Partners, LLC
May 2009 - March 2011 · 1 yr 10 mos
Quixote Capital Management LLC
June 2008 - September 2008 · 3 mos
Quixote Capital Management LLC
May 2002 - June 2008 · 6 yrs 1 mo
Quixote Capital Management LLC
May 2002 - December 2002 · 7 mos
Invesco Distributors, INC.Broker
January 1997 - December 2001 · 4 yrs 11 mos
Liberty Securities CorporationBroker
September 1987 - August 1989 · 1 yr 11 mos
Century Investors of America, INC.Broker
September 1982 - September 1987 · 5 yrs
State Registrations1 state
CO
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.
Donovan Paul - Financial Advisor | TrueAdvisor