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

PARAMOUNT INVESTMENTS, LLC

Current firm class

state registeredderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Apr 1, 2011earliest registration or exam on IAPD

Years in industry

15derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Designations

Chartered Financial Analyst

First registration

Nov 19, 2018

Dual registered

no

Other names

WILLIAM FREDERICK KAUFFMEN

IAPD individual key

4841241

• Occurred

  Jan 26, 2024
  Advisor changed firm

  William Frederick Kauffman left Asset Strategy Consultants Llc for Paramount Investments, Llc (registered 2022-01-04)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:7695fa4a-e8c0-0772-7f6a-4cd678921561

First observed

Nov 19, 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.