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RIA / WealthAdvisorCertified Financial Planner21 years in industry

PAULA JAN ABBOTT

Advisor at JOURNEY ADVISORY GROUP, LLC

COVINGTON, KY

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Search this name across graphsid dfx:ria:90654729-e233-563b-950d-e3d7a3b4af53

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:23 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jul 22, 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: JOURNEY ADVISORY GROUP, 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: Jul 22, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Dec 20, 2012
First registration: Jul 22, 2005
Dual registered: no
Other names: PAULA JAN STOFFEL|PAULA JAN MITCHELL
IAPD individual key: 3143531

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
JOURNEY ADVISORY GROUP, LLC	Independent wealth	Sep 27, 2024	n/a	yes	COVINGTON, KY	Current employment
HORTER INVESTMENT MANAGEMENT, LLC	Independent wealth	Dec 6, 2017	Oct 15, 2018	no	CINCINNATI, OH	Previous registration
HUNTINGTON FINANCIAL ADVISORS	Bd affiliated wealth	Sep 25, 2015	Nov 14, 2017	no	LEBANON, OH\|CINCINNATI, OH\|CINCINNATI, OH\|NORWOOD, OH\|CINCINNATI, OH	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Jan 3, 2013	Sep 9, 2015	no	COVINGTON, KY	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Jul 22, 2005	Jul 7, 2006	no	CINCINNATI, OH\|CINCINNATI, OH	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
HORTER INVESTMENT MANAGEMENT, LLC	JOURNEY ADVISORY GROUP, LLC	Oct 15, 2018	Sep 27, 2024	2,174	Firm change after gap	RIA to RIA
HUNTINGTON FINANCIAL ADVISORS	HORTER INVESTMENT MANAGEMENT, LLC	Nov 14, 2017	Dec 6, 2017	22	Firm change	Other
STRATEGIC ADVISERS LLC	HUNTINGTON FINANCIAL ADVISORS	Sep 9, 2015	Sep 25, 2015	16	Firm change	Other
CITIGROUP GLOBAL MARKETS INC.	STRATEGIC ADVISERS LLC	Jul 7, 2006	Jan 3, 2013	2,372	Firm change after gap	Other

Relationships

Registered with (5)

→ JOURNEY ADVISORY GROUP, LLCRegistered adviserregistration: current employment
Sep 27, 2024 to presentfactForm ADV
→ HORTER INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Dec 6, 2017 to Oct 15, 2018factForm ADV
→ HUNTINGTON FINANCIAL ADVISORSRegistered adviserregistration: previous registration
Sep 25, 2015 to Nov 14, 2017factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Jan 3, 2013 to Sep 9, 2015factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Jul 22, 2005 to Jul 7, 2006factForm ADV

Dated events

No dated event names this entity yet.