Paul Bianchi has been an investment adviser representative at Prossimo Advisors since August 2017, and is not listed among the firm’s executive officers or direct owners.
Prossimo Advisors LLC is a San Luis Obispo, CA firm with $239M under management, 26 clients and 4 advisers in one office, as of its March 2026 filing.
Paul Bianchi’s longest registration is the current one, 9 years at Prossimo Advisors since 2017. Before joining Prossimo Advisors in 2017, Paul Bianchi was registered through Bancwest Investment Services, Inc. (Bwis) and Bwis D/B/A Fhis and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
- Prossimo Advisors LLCCurrent– present · 9 yearsSan Luis Obispo, CA · Adviser representative · Firm CRD 289347
- Bancwest Investment Services, Inc. (Bwis) and Bwis D/B/A Fhis– · 4 yearsSan Jose, CA · Adviser representative · Firm CRD 29357
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · under a yearSan Jose, CA · Adviser representative · Firm CRD 7691
- Primevest Financial Services, Inc.– · 1 yearSanta Barbara, CA · Adviser representative · Firm CRD 15340
- Wells Fargo Investments, LLC– · 3 yearsCarmel, CA · Adviser representative · Firm CRD 10582
Investment adviser representative registrations
Paul Bianchi is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from August 2017; the most recent is Texas, in April 2019.
- CaliforniaSince 24 August 2017
- TexasResidentSince 11 April 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 10 | General Securities Sales Supervisor - General Module Examination | 18 October 2002 |
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 7 June 2002 |
| Series 63 | Uniform Securities Agent State Law Examination | 16 June 1999 |
| Series 24 | General Securities Principal Examination | 4 September 1998 |
| Series 7 | General Securities Representative Examination | 17 April 1997 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Full name
- Paul Peter Bianchi
- CRD
- 2869570
- Firm
- Prossimo Advisors · CRD 289347
- Office
- 1150 OSOS STREET, SUITE 208, San Luis Obispo, CA 93401
- Registration
- Investment adviser registration
- In the industry since
- June 2001
- Disciplinary history
- Not yet shown here · SEC record
Where does Paul Bianchi work?
Paul Bianchi is an investment adviser representative registered through Prossimo Advisors LLC since August 2017, and is not listed among the firm’s executive officers or direct owners.
Is Paul Bianchi a financial advisor?
Yes. Paul Bianchi has a current investment-adviser registration in California and Texas, through Prossimo Advisors since August 2017.
How many years of experience does Paul Bianchi have?
Paul Bianchi has 25 years in the financial industry, since June 2001, across 5 adviser firms.
What exams has Paul Bianchi passed?
Paul Bianchi has passed 5 licensing exams: the Series 7, Series 24, Series 63, Series 9 and Series 10. The earliest, the Series 7, was passed in April 1997. FINRA credited Paul Bianchi with the SIE, which began in October 2018.
Where did Paul Bianchi work before Prossimo Advisors?
Before Prossimo Advisors, Paul Bianchi was registered through Bancwest Investment Services, Inc. (Bwis) and Bwis D/B/A Fhis, August 2012 to April 2017; Merrill Lynch, Pierce, Fenner & Smith Incorporated, March 2010 to November 2010; Primevest Financial Services, Inc., June 2008 to January 2010; Wells Fargo Investments, LLC, August 2002 to July 2006.
Where is Paul Bianchi based?
Paul Bianchi’s registered office is in San Luis Obispo, CA.
Is Paul Bianchi registered with FINRA?
No. Paul Bianchi has no current broker registration.
How can I verify Paul Bianchi’s record?
Search CRD 2869570 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Paul Bianchi’s full registration record.
