DFX Intelligence

Data Factory

RIA / WealthAdvisorChartered Financial Analyst17 years in industry

PAUL LEO WHITING

Advisor at AGW CAPITAL ADVISORS

TAMPA, FL

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:c05b472c-afdf-7e5f-e1e8-2276f26a722a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 10:51 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: May 1, 2009 to Sep 14, 2026

Across DFX

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

Venture Capitalidentity

Paul Leo Whiting

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: AGW CAPITAL ADVISORS
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: May 1, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Analyst
Exams: S65
First exam: Sep 14, 2009
Dual registered: no
Other names: PAUL L. WHITING
IAPD individual key: 5671116

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
AGW CAPITAL ADVISORS	Independent wealth	Jan 26, 2026	n/a	yes	TAMPA, FL	Current employment

Relationships

Registered with (1)

→ AGW CAPITAL ADVISORSRegistered adviserregistration: current employment
Jan 26, 2026 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c05b472c-afdf-7e5f-e1e8-2276f26a722a
First observed: May 1, 2009
Last observed: Sep 14, 2026 4 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.

PAUL LEO WHITING

Advisor at AGW CAPITAL ADVISORS

TAMPA, FL

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:c05b472c-afdf-7e5f-e1e8-2276f26a722a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 10:51 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

AGW CAPITAL ADVISORS

Independent wealth

Jan 26, 2026

n/a

yes

TAMPA, FL

Current employment