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RIA / WealthAdvisorChartered Financial Analyst23 years in industry

PAUL JEN SETO

Advisor at TACTIVE ADVISORS, LLC

Oceanside, CA | SARASOTA, FL

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Search this name across graphsid dfx:ria:7e800171-137e-b497-b25a-518ce6d01cf7

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:03 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Jul 21, 2003 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: TACTIVE ADVISORS, 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: Dec 11, 2002earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Analyst
Exams: S65
First exam: Dec 11, 2002
First registration: Jul 21, 2003
Dual registered: no
Other names: PAUL JEN SETO
IAPD individual key: 3036617

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
TACTIVE ADVISORS, LLC	Independent wealth	Jan 27, 2025	n/a	yes	Oceanside, CA\|SARASOTA, FL	Current employment
FORTIPHI FINANCIAL, LLC	Former SEC adviser	Feb 27, 2023	May 19, 2023	no	Oceanside, CA\|SPOKANE VALLEY, WA	Previous registration
CLARAPHI ADVISORY NETWORK, LLC	Independent wealth	Apr 14, 2021	Jun 21, 2022	no	Oceanside, CA\|ALISO VIEJO, CA	Previous registration
MANTIS INVESTMENT LLC	n/a	Jul 21, 2003	Sep 18, 2007	no	ANTELOPE, CA	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
FORTIPHI FINANCIAL, LLC	TACTIVE ADVISORS, LLC	May 19, 2023	Jan 27, 2025	619	Firm change after gap	Other
CLARAPHI ADVISORY NETWORK, LLC	FORTIPHI FINANCIAL, LLC	Jun 21, 2022	Feb 27, 2023	251	Firm change	Other
MANTIS INVESTMENT LLC	CLARAPHI ADVISORY NETWORK, LLC	Sep 18, 2007	Apr 14, 2021	4,957	Firm change after gap	Other

Relationships

Registered with (4)

→ TACTIVE ADVISORS, LLCRegistered adviserregistration: current employment
Jan 27, 2025 to presentfactForm ADV
→ FORTIPHI FINANCIAL, LLCRegistered adviserregistration: previous registration
Feb 27, 2023 to May 19, 2023factForm ADV
→ CLARAPHI ADVISORY NETWORK, LLCRegistered adviserregistration: previous registration
Apr 14, 2021 to Jun 21, 2022factForm ADV
→ MANTIS INVESTMENT LLCRegistered adviserregistration: previous registration
Jul 21, 2003 to Sep 18, 2007factForm ADV

Dated events

Occurred
May 19, 2023
Advisor changed firm
Paul Jen Seto left Fortiphi Financial, Llc for Tactive Advisors, Llc (registered 2025-01-27)
Form ADVobserved 6 days ago
Occurred
Jun 21, 2022
Advisor changed firm
Paul Jen Seto left Claraphi Advisory Network, Llc for Fortiphi Financial, Llc (registered 2023-02-27)
Form ADVobserved 6 days ago