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

R2 WEALTH MANAGEMENT PARTNERS

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

Nov 25, 1997earliest registration or exam on IAPD

Years in industry

28derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Designations

Certified Financial Planner|Chartered Financial Consultant

Exams

S65|S63

First exam

Nov 25, 1997

First registration

Sep 6, 2000

Dual registered

no

IAPD individual key

2972148

• Occurred

  Mar 31, 2026
  Advisor changed firm

  Robert J Rossi left Paradigm Wealth Management for R2 Wealth Management Partners (registered 2025-12-01)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:49badb2c-70c3-87bf-44fe-46c40bada672

First observed

Sep 6, 2000

Last observed

Sep 14, 2026 6 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.