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RIA / WealthAdvisorCertified Financial Planner21 years in industry

Paul D Bishop

Advisor at EXCEPTIONAL WEALTH & FAMILY OFFICE

COLORADO SPRINGS, CO

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Search this name across graphsid dfx:ria:8b29c534-e708-f870-1ec1-2e614cbecfea

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:50 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 3
On other graphs: 0
Observed: Sep 27, 2005 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: EXCEPTIONAL WEALTH & FAMILY OFFICE
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: Sep 12, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Sep 12, 2005
First registration: Sep 27, 2005
Dual registered: no
Other names: PAUL DOUGLAS BISHOP
IAPD individual key: 4994860

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
EXCEPTIONAL WEALTH & FAMILY OFFICE	Independent wealth	Jun 30, 2026	n/a	yes	COLORADO SPRINGS, CO	Current employment
CWM, LLC	Bd affiliated wealth	Feb 5, 2024	Jul 14, 2026	no	Colorado Springs, CO\|Colorado Springs, CO\|OMAHA, NE	Previous registration
ACCELERATED WEALTH ADVISORS LLC	Independent wealth	Aug 15, 2023	Jan 17, 2024	no	COLORADO SPRINGS, CO	Previous registration
T. ROWE PRICE ADVISORY SERVICES, INC.	Bd affiliated wealth	Jun 1, 2015	Aug 16, 2023	no	COLORADO SPRINGS, CO\|COLORADO SPRINGS, CO	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Mar 6, 2015	May 7, 2015	no	COLORADO SPRINGS, CO	Previous registration
T. ROWE PRICE ADVISORY SERVICES, INC.	Bd affiliated wealth	Apr 23, 2008	Feb 24, 2015	no	COLORADO SPRINGS, CO\|COLORADO SPRINGS, CO\|COLORAFO SPRINGS, CO	Previous registration
LINCOLN INVESTMENT	Independent wealth	Feb 23, 2006	Feb 28, 2008	no	COLORADO SPRINGS, CO	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Sep 27, 2005	Dec 21, 2005	no	DENVER, CO	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
CWM, LLC	EXCEPTIONAL WEALTH & FAMILY OFFICE	Jul 14, 2026	Jun 30, 2026	-14	Firm change	Ibd to new firm
ACCELERATED WEALTH ADVISORS LLC	CWM, LLC	Jan 17, 2024	Feb 5, 2024	19	Firm change	RIA to ibd
T. ROWE PRICE ADVISORY SERVICES, INC.	ACCELERATED WEALTH ADVISORS LLC	Aug 16, 2023	Aug 15, 2023	-1	Firm change	RIA to RIA
STRATEGIC ADVISERS LLC	T. ROWE PRICE ADVISORY SERVICES, INC.	May 7, 2015	Jun 1, 2015	25	Firm change	Other
T. ROWE PRICE ADVISORY SERVICES, INC.	STRATEGIC ADVISERS LLC	Feb 24, 2015	Mar 6, 2015	10	Firm change	Other
LINCOLN INVESTMENT	T. ROWE PRICE ADVISORY SERVICES, INC.	Feb 28, 2008	Apr 23, 2008	55	Firm change	Other
AMERIPRISE FINANCIAL SERVICES, LLC	LINCOLN INVESTMENT	Dec 21, 2005	Feb 23, 2006	64	Firm change	Other

Relationships

Registered with (7)

→ EXCEPTIONAL WEALTH & FAMILY OFFICERegistered adviserregistration: current employment
Jun 30, 2026 to presentfactForm ADV
→ CWM, LLCRegistered adviserregistration: previous registration
Feb 5, 2024 to Jul 14, 2026factForm ADV
→ ACCELERATED WEALTH ADVISORS LLCRegistered adviserregistration: previous registration
Aug 15, 2023 to Jan 17, 2024factForm ADV
→ T. ROWE PRICE ADVISORY SERVICES, INC.Registered adviserregistration: previous registration
Jun 1, 2015 to Aug 16, 2023factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Mar 6, 2015 to May 7, 2015factForm ADV
→ LINCOLN INVESTMENTRegistered adviserregistration: previous registration
Feb 23, 2006 to Feb 28, 2008factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Sep 27, 2005 to Dec 21, 2005factForm ADV

Dated events

Occurred
Jul 14, 2026
Advisor changed firm
Paul D Bishop left Cwm, Llc for Exceptional Wealth & Family Office (registered 2026-06-30)
Form ADVobserved 4 days ago
Occurred
Jan 17, 2024
Advisor changed firm
Paul D Bishop left Accelerated Wealth Advisors Llc for Cwm, Llc (registered 2024-02-05)
Form ADVobserved 4 days ago
Occurred
Aug 16, 2023
Advisor changed firm
Paul D Bishop left T. Rowe Price Advisory Services, Inc. for Accelerated Wealth Advisors Llc (registered 2023-08-15)
Form ADVobserved 4 days ago