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.

Current firm

PAUL R. RIED FINANCIAL 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

Jun 1, 2005earliest registration or exam on IAPD

Years in industry

21derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S65|S63

First exam

May 2, 2020

First registration

May 4, 2020

Dual registered

no

Other names

Georgian Fanning|Georgian Maloy

IAPD individual key

7236109

• Occurred

  Feb 3, 2023
  Advisor changed firm

  Georgia Ann Maloy left Coldstream Wealth Management for Paul R. Ried Financial Group, Llc (registered 2023-04-11)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:2b78c0fb-999e-1f93-e290-30462e665d0e

First observed

May 4, 2020

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.