Chief Compliance Officer · Core Wealth Advisors, Inc.
Paul R. Weaver
CRD 5475305 · Named on Form ADV at one SEC-registered adviser
At a glance
Core Wealth Advisors, Inc., an SEC-registered wealth manager based in Lakeland, FL with $702 million in regulatory assets, lists Paul R. Weaver on its Form ADV as Chief Compliance Officer, a control person.
Firms and roles
- Core Wealth Advisors, Inc.Chief Compliance OfficerWealth manager · Lakeland, FL · $702M in regulatory assets
AtlasMembers
Paul’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Charles T. FossPresident, Shareholder, Core Wealth Advisors, Inc.
- Nathan H. DunhamVice President, Shareholder, Core Wealth Advisors, Inc.
- Andrew T. FossVice President, Shareholder, Core Wealth Advisors, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Paul’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.