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

PAUL R. RIED FINANCIAL 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

Mar 1, 2002earliest registration or exam on IAPD

Years in industry

24derivedfrom the industry start date

Years at current firm

8derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Exams

S65|S63

First exam

Jun 28, 2003

First registration

Mar 22, 2011

Dual registered

no

Other names

ADAM JORDAN|ADAM JORDAN LIEN

IAPD individual key

4541062

• Occurred

  Oct 28, 2024
  Advisor departed, no destination yet

  Adam Jordan no longer registered at Cetera Investment Advisers Llc; no later IA registration on IAPD

  Form ADVobserved 5 days ago
• Occurred

  Jun 29, 2023
  Advisor changed firm

  Adam Jordan left Cetera Advisor Networks Llc for Paul R. Ried Financial Group, Llc (registered 2018-08-16)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:b3187001-c6ad-e8e0-6f84-06ff2b5c471b

First observed

Mar 22, 2011

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.