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RIA / WealthAdvisorChartered Financial Analyst30 years in industry

NATHAN DALE WHITE

Advisor at PARAGON WEALTH MANAGEMENT

PROVO, UT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b039f18c-1d65-8fb9-6845-376c05d2fbe5

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:56 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Aug 20, 1996 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Nathan Dale White

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: PARAGON WEALTH MANAGEMENT
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: Aug 20, 1996earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 19derivedfrom the current registration's begin date
Current registrations: 1
Registered states: 2
Designations: Chartered Financial Analyst
Exams: S63
First exam: Aug 20, 1996
Dual registered: no
IAPD individual key: 2786197

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
PARAGON WEALTH MANAGEMENT	Independent wealth	Nov 14, 2006	n/a	yes	PROVO, UT	Current employment

Relationships

Registered with (1)

→ PARAGON WEALTH MANAGEMENTRegistered adviserregistration: current employment
Nov 14, 2006 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b039f18c-1d65-8fb9-6845-376c05d2fbe5
First observed: Aug 20, 1996
Last observed: Sep 14, 2026 7 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.

NATHAN DALE WHITE

Advisor at PARAGON WEALTH MANAGEMENT

PROVO, UT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b039f18c-1d65-8fb9-6845-376c05d2fbe5

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:56 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

PARAGON WEALTH MANAGEMENT

Independent wealth

Nov 14, 2006

n/a

yes

PROVO, UT

Current employment