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

PARADIGM INVESTMENT ADVISORY, 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

Jan 23, 2012earliest registration or exam on IAPD

Years in industry

14derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

3

Exams

S66

First exam

Jan 23, 2012

First registration

Jan 24, 2012

Dual registered

yes, broker-dealer

IAPD individual key

4987554

• Occurred

  Jan 27, 2025
  Advisor changed firm

  Andrew Wright Bruen left Ubs Financial Services Inc. for Paradigm Investment Advisory, Llc (registered 2025-01-17)

  Form ADVobserved 3 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:4cad45a2-1b2b-d901-d4e9-e25f2dbb3797

First observed

Jan 24, 2012

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.