PZ
Paul Zarling
CRD 6599663
Firms
| Firm | Role | As of |
|---|---|---|
| Client First Investment Management Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Board & officer roles (1)
| Organization | Role | Compensation | As of |
|---|---|---|---|
| Beats Inc | TREASURER | — | 12/31/2022 |
Name + location match between IAPD registrations and IRS Form 990 officer disclosures. Compensation as reported by the organization.
Ownership stakes
-
Client First Investment Management Llc
Managing Member · 25% – 50% · Nov 2024
-
Client First Investment Management Llc
Managing Partner & Chief Compliance Officer · Less than 5% · Nov 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗