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Advisor at WINSTON PAUL CAPITAL MANAGEMENT, INC.
TYSONS CORNER, VA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| WINSTON PAUL CAPITAL MANAGEMENT, INC. | State registered | Dec 13, 2023 | n/a | yes | TYSONS CORNER, VA | Current employment |
| RESEARCH FINANCIAL STRATEGIES | Independent wealth | Nov 10, 2017 | Dec 13, 2023 | no | WINSTON SALEM, NC|WINSTON SALEM, NC|ROCKVILLE, MD|ROCKVILLE, MD|MCLEAN, VA|Tysons Corner, VA | Previous registration |
| WINSTON PAUL CAPITAL MANAGEMENT, INC. | n/a | Feb 12, 2008 | Nov 8, 2017 | no | WINSTON SALEM, NC | Previous registration |
| CHOREO, LLC | Independent wealth | Oct 20, 2005 | Oct 25, 2007 | no | FORT LAUDERDALE, FL | Previous registration |
| H. BECK, INC. | Former SEC adviser | Aug 7, 2002 | Oct 10, 2005 | no | ROCKVILLE, MD | Previous registration |
| H. BECK, INC. | Former SEC adviser | Jan 30, 2001 | Jul 31, 2002 | no | ROCKVILLE, MD | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| RESEARCH FINANCIAL STRATEGIES | WINSTON PAUL CAPITAL MANAGEMENT, INC. | Dec 13, 2023 | Dec 13, 2023 | 0 | Firm change | RIA to state RIA |
| WINSTON PAUL CAPITAL MANAGEMENT, INC. | RESEARCH FINANCIAL STRATEGIES | Nov 8, 2017 | Nov 10, 2017 | 2 | Firm change | Other |
| CHOREO, LLC | WINSTON PAUL CAPITAL MANAGEMENT, INC. | Oct 25, 2007 | Feb 12, 2008 | 110 | Firm change | Other |
| H. BECK, INC. | CHOREO, LLC | Oct 10, 2005 | Oct 20, 2005 | 10 | Firm change | Other |