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

Nov 1, 2001earliest registration or exam on IAPD

Years in industry

24derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner|Chartered Financial Analyst

Exams

S63|S65

First exam

Jul 28, 2012

First registration

Aug 2, 2013

Dual registered

yes, broker-dealer

Other names

JOSEPH K WHITE

IAPD individual key

5957658

• Occurred

  Feb 11, 2026
  Advisor changed firm

  Joseph Kevin White left Paradigm Wealth Advisory Llc for Paradigm Investment Advisory, Llc (registered 2026-01-30)

  Form ADVobserved 5 days ago
• Occurred

  Mar 2, 2023
  Advisor changed firm

  Joseph Kevin White left Morgan Stanley for Paradigm Wealth Advisory Llc (registered 2023-04-04)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:8799aaa2-0438-7d80-9e48-306951cbd7f8

First observed

Aug 2, 2013

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.