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RIA / WealthAdvisorCertified Financial Planner27 years in industry

PAUL ANDREW LAVIOLA

Advisor at FOUNDATION WEALTH MANAGEMENT, LLC

MEDIA, PA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 6:00 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Apr 6, 2004 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: FOUNDATION WEALTH MANAGEMENT, 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 5, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 13derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63
First exam: Jan 5, 1999
First registration: Apr 6, 2004
Dual registered: no
IAPD individual key: 3068433

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
FOUNDATION WEALTH MANAGEMENT, LLC	Independent wealth	Aug 16, 2013	n/a	yes	MEDIA, PA	Current employment
RTD FINANCIAL ADVISORS INC	Independent wealth	Jan 8, 2007	Aug 19, 2013	no	PHILADELPHIA, PA	Previous registration
FINANCIAL PLANNING SOLUTIONS, INC.	n/a	Aug 22, 2005	Dec 31, 2006	no	MEDIA, PA	Previous registration
RTD FINANCIAL ADVISORS INC	Independent wealth	Apr 6, 2004	Aug 22, 2005	no	PHILADELPHIA, PA	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
RTD FINANCIAL ADVISORS INC	FOUNDATION WEALTH MANAGEMENT, LLC	Aug 19, 2013	Aug 16, 2013	-3	Firm change	Other
FINANCIAL PLANNING SOLUTIONS, INC.	RTD FINANCIAL ADVISORS INC	Dec 31, 2006	Jan 8, 2007	8	Firm change	Other
RTD FINANCIAL ADVISORS INC	FINANCIAL PLANNING SOLUTIONS, INC.	Aug 22, 2005	Aug 22, 2005	0	Firm change	Other

Relationships

Registered with (3)

→ FOUNDATION WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Aug 16, 2013 to presentfactForm ADV
→ RTD FINANCIAL ADVISORS INCRegistered adviserregistration: previous registration
Jan 8, 2007 to Aug 19, 2013factForm ADV
→ FINANCIAL PLANNING SOLUTIONS, INC.Registered adviserregistration: previous registration
Aug 22, 2005 to Dec 31, 2006factForm ADV

Dated events

No dated event names this entity yet.