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RIA / WealthAdvisor10 years in industry

Paul Barclay Geiger

Advisor at WINDSOR ADVISORY GROUP, LLC

COLUMBUS, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0426d33a-69c6-8059-37c7-be080fac6eb8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:21 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: May 31, 2018 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: WINDSOR ADVISORY GROUP, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Mar 25, 2016
First registration: May 31, 2018
Dual registered: no
Other names: Paul Geiger
IAPD individual key: 6430473

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
WINDSOR ADVISORY GROUP, LLC	Independent wealth	Jul 22, 2025	n/a	yes	COLUMBUS, OH	Current employment
MEEDER ADVISORY SERVICES, INC.	Independent wealth	May 10, 2021	Jul 15, 2025	no	DUBLIN, OH	Previous registration
MEEDER ASSET MANAGEMENT, INC.	Asset manager	Jul 30, 2019	May 10, 2021	no	DUBLIN, OH	Previous registration
ORION PORTFOLIO SOLUTIONS, LLC	Former SEC adviser	May 31, 2018	Aug 3, 2018	no	Hebron, KY	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MEEDER ADVISORY SERVICES, INC.	WINDSOR ADVISORY GROUP, LLC	Jul 15, 2025	Jul 22, 2025	7	Firm change	RIA to RIA
MEEDER ASSET MANAGEMENT, INC.	MEEDER ADVISORY SERVICES, INC.	May 10, 2021	May 10, 2021	0	Firm change	Other
ORION PORTFOLIO SOLUTIONS, LLC	MEEDER ASSET MANAGEMENT, INC.	Aug 3, 2018	Jul 30, 2019	361	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
105794:106814:OH:2021-05-05	May 10, 2021	May 10, 2021	DUBLIN, OH	Firm change

Relationships

Registered with (4)

→ WINDSOR ADVISORY GROUP, LLCRegistered adviserregistration: current employment
Jul 22, 2025 to presentfactForm ADV
→ MEEDER ADVISORY SERVICES, INC.Registered adviserregistration: previous registration
May 10, 2021 to Jul 15, 2025factForm ADV
→ MEEDER ASSET MANAGEMENT, INC.Registered adviserregistration: previous registration
Jul 30, 2019 to May 10, 2021factForm ADV
→ ORION PORTFOLIO SOLUTIONS, LLCRegistered adviserregistration: previous registration
May 31, 2018 to Aug 3, 2018factForm ADV

Dated events

Occurred
Jul 15, 2025
Advisor changed firm
Paul Barclay Geiger left Meeder Advisory Services, Inc. for Windsor Advisory Group, Llc (registered 2025-07-22)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0426d33a-69c6-8059-37c7-be080fac6eb8
First observed: May 31, 2018
Last observed: Sep 14, 2026 5 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Paul Barclay Geiger

Advisor at WINDSOR ADVISORY GROUP, LLC

COLUMBUS, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0426d33a-69c6-8059-37c7-be080fac6eb8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:21 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

WINDSOR ADVISORY GROUP, LLC

Independent wealth

Jul 22, 2025

n/a

yes

COLUMBUS, OH

Current employment

MEEDER ADVISORY SERVICES, INC.

Independent wealth

May 10, 2021

Jul 15, 2025

DUBLIN, OH

Previous registration

MEEDER ASSET MANAGEMENT, INC.

Asset manager

Jul 30, 2019

May 10, 2021

DUBLIN, OH

Previous registration

ORION PORTFOLIO SOLUTIONS, LLC

Former SEC adviser

May 31, 2018

Aug 3, 2018

Hebron, KY

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

MEEDER ADVISORY SERVICES, INC.

WINDSOR ADVISORY GROUP, LLC

Jul 15, 2025

Jul 22, 2025

Firm change

RIA to RIA

MEEDER ASSET MANAGEMENT, INC.

MEEDER ADVISORY SERVICES, INC.

May 10, 2021

Firm change

Other

ORION PORTFOLIO SOLUTIONS, LLC

MEEDER ASSET MANAGEMENT, INC.

Aug 3, 2018

Jul 30, 2019

361

Firm change

Other

Team

Left

Joined

From

Kind

105794:106814:OH:2021-05-05

May 10, 2021

DUBLIN, OH

Firm change