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RIA / WealthAdvisor25 years in industry

David Andrew Paul

Advisor at FUSION PLANNING LLC

WOOSTER, OH

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:06 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 3
On other graphs: 0
Observed: Sep 26, 2002 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: FUSION PLANNING LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 29, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 8
Current registrations: 1
Registered states: 1
Exams: S66
First exam: May 29, 2001
First registration: Sep 26, 2002
Dual registered: no
Other names: Drew Paul|David Andrew Paul|David Andrew Paul
IAPD individual key: 2664970

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
FUSION PLANNING LLC	State registered	Nov 13, 2025	n/a	yes	WOOSTER, OH	Current employment
STIRLINGSHIRE INVESTMENTS	Independent wealth	Jun 11, 2024	Aug 5, 2025	no	Wooster, OH\|NEW YORK, NY	Previous registration
GOLDEN RESERVE RETIREMENT, LLC	Independent wealth	Jan 24, 2023	Feb 20, 2024	no	DUBLIN, OH\|Akron, OH	Previous registration
U.S. BANCORP INVESTMENTS, INC.	Former SEC adviser	Dec 21, 2021	Jun 28, 2022	no	Fairlawn, OH\|Columbus, OH	Previous registration
CUNA BROKERAGE SERVICES, INC.	Former SEC adviser	Aug 22, 2014	Oct 5, 2021	no	TAMPA, FL\|NAPLES, FL\|NAPLES, FL\|Naples, FL\|Naples, FL\|PORT CHARLOTTE, FL\|Bonita Springs, FL\|Fort Myers, FL\|TAMPA, FL\|Ft Myers, FL\|Ft Myers, FL\|LaBelle, FL\|West Fort Myers, FL\|Valrico, FL\|Riverview, FL\|Ruskin, FL	Previous registration
SUNTRUST INVESTMENT SERVICES, INC.	Former SEC adviser	Jul 17, 2012	Aug 5, 2013	no	ORLANDO, FL\|ORLANDO, FL	Previous registration
FIFTH THIRD SECURITIES, INC.	Bd affiliated wealth	Jul 3, 2007	Jun 28, 2012	no	ORLANDO, FL	Previous registration
CHASE INVESTMENT SERVICES CORP.	Former SEC adviser	Jul 6, 2005	Mar 16, 2007	no	WAYNE, MI\|WESTLAND, MI\|TROY, MI\|DEARBORN HEIGHT, MI\|DEARBORN, MI\|DEARBORN, MI\|LIVONIA, MI\|GARDEN CITY, MI\|COMERCE TWP, MI\|PLYMOUTH, MI\|NOVI, MI\|FARMINGTON HILLS, MI\|WALLED LAKE, MI\|WIXOM, MI\|NORTHVILLE, MI\|HUNTINGTON WOODS, MI\|HARPER WOODS, MI\|RIVERVIEW, MI\|REDFORD, MI\|LINCOLN PARK, MI\|WESTLAND, MI\|WYANDOTTE, MI\|WYANDOTTE, MI\|GROSSE POINTE, MI\|BROWNSTOWN TWP, MI\|ROYAL OAK, MI\|HUNTINGTON WOODS, MI\|REDFORD, MI\|WESTLAND, MI\|PLYMOUTH, MI\|LIVONIA, MI\|LIVONIA, MI\|LIVONIA, MI\|CANTON, MI\|GARDEN CITY, MI\|DEARBORN HEIGHT, MI\|CANTON, MI\|SOUTHFIELD, MI\|DEARBORN, MI\|TAYLOR, MI\|GROSSE POINTE FARMS, MI\|ORCHARD LAKE, MI\|WEST BLOOMFIELD, MI\|FARMINGTON HILLS, MI\|DETROIT, MI\|DETROIT, MI\|DETROIT, MI\|DETROIT, MI\|NORTHVILLE, MI\|BELLEVILLE, MI\|DETROIT, MI\|DETROIT, MI\|DETROIT, MI\|DETROIT, MI\|DETROIT, MI\|DETROIT, MI\|DETROIT, MI\|DETROIT, MI\|DETROIT, MI\|DEARBORN HEIGHT, MI\|DETROIT, MI\|DETROIT, MI\|DETROIT, MI\|DETROIT, MI\|DETROIT, MI\|DETROIT, MI\|DETROIT, MI\|DETROIT, MI\|DETROIT, MI\|DETROIT, MI\|TAYLOR, MI\|ANN ARBOR, MI\|DEARBORN, MI\|INKSTER, MI\|ALLEN PARK, MI\|WESTLAND, MI\|NEW HUDSON, MI\|STERLING HEIGHTS, MI\|WOODHAVEN, MI\|CANTON, MI	Previous registration
BANC ONE SECURITIES CORPORATION	n/a	Sep 26, 2002	Jul 6, 2005	no	INDIANAPOLIS, IN	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
STIRLINGSHIRE INVESTMENTS	FUSION PLANNING LLC	Aug 5, 2025	Nov 13, 2025	100	Firm change	RIA to state RIA
GOLDEN RESERVE RETIREMENT, LLC	STIRLINGSHIRE INVESTMENTS	Feb 20, 2024	Jun 11, 2024	112	Firm change	RIA to RIA
U.S. BANCORP INVESTMENTS, INC.	GOLDEN RESERVE RETIREMENT, LLC	Jun 28, 2022	Jan 24, 2023	210	Firm change	Ibd to RIA
CUNA BROKERAGE SERVICES, INC.	U.S. BANCORP INVESTMENTS, INC.	Oct 5, 2021	Dec 21, 2021	77	Firm change	Ibd to ibd
SUNTRUST INVESTMENT SERVICES, INC.	CUNA BROKERAGE SERVICES, INC.	Aug 5, 2013	Aug 22, 2014	382	Firm change	Other
FIFTH THIRD SECURITIES, INC.	SUNTRUST INVESTMENT SERVICES, INC.	Jun 28, 2012	Jul 17, 2012	19	Firm change	Other
CHASE INVESTMENT SERVICES CORP.	FIFTH THIRD SECURITIES, INC.	Mar 16, 2007	Jul 3, 2007	109	Firm change	Other
BANC ONE SECURITIES CORPORATION	CHASE INVESTMENT SERVICES CORP.	Jul 6, 2005	Jul 6, 2005	0	Bulk transfer	Other

Relationships

Registered with (9)

→ FUSION PLANNING LLCRegistered adviserregistration: current employment
Nov 13, 2025 to presentfactForm ADV
→ STIRLINGSHIRE INVESTMENTSRegistered adviserregistration: previous registration
Jun 11, 2024 to Aug 5, 2025factForm ADV
→ GOLDEN RESERVE RETIREMENT, LLCRegistered adviserregistration: previous registration
Jan 24, 2023 to Feb 20, 2024factForm ADV
→ U.S. BANCORP INVESTMENTS, INC.Registered adviserregistration: previous registration
Dec 21, 2021 to Jun 28, 2022factForm ADV
→ CUNA BROKERAGE SERVICES, INC.Registered adviserregistration: previous registration
Aug 22, 2014 to Oct 5, 2021factForm ADV
→ SUNTRUST INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Jul 17, 2012 to Aug 5, 2013factForm ADV
→ FIFTH THIRD SECURITIES, INC.Registered adviserregistration: previous registration
Jul 3, 2007 to Jun 28, 2012factForm ADV
→ CHASE INVESTMENT SERVICES CORP.Registered adviserregistration: previous registration
Jul 6, 2005 to Mar 16, 2007factForm ADV
→ BANC ONE SECURITIES CORPORATIONRegistered adviserregistration: previous registration
Sep 26, 2002 to Jul 6, 2005factForm ADV

Dated events

Occurred
Aug 5, 2025
Advisor changed firm
David Andrew Paul left Stirlingshire Investments for Fusion Planning Llc (registered 2025-11-13)
Form ADVobserved 5 days ago
Occurred
Feb 20, 2024
Advisor changed firm
David Andrew Paul left Golden Reserve Retirement, Llc for Stirlingshire Investments (registered 2024-06-11)
Form ADVobserved 5 days ago
Occurred
Jun 28, 2022
Advisor changed firm
David Andrew Paul left U.S. Bancorp Investments, Inc. for Golden Reserve Retirement, Llc (registered 2023-01-24)
Form ADVobserved 5 days ago