Investment adviser representative · Exceptional Wealth & Family Office
Paul D. Bishop
CRD 4994860 · Colorado Springs, CO
At a glance
Paul D. Bishop is an investment adviser representative with Exceptional Wealth & Family Office in Colorado Springs, CO, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Paul’s SEC record dates to 2005, about 21 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Exceptional Wealth & Family OfficeSince June 2026Colorado Springs, CO · $292M in regulatory assets
SEC adviser record
- Registered since
- 2005 (21 years)
- Designations
- Certified Financial Planner
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Paul’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 7 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.