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RIA / WealthAdvisorCertified Financial Planner13 years in industry

TRACEY GORDINEER

Advisor at BLOSSOM BALANCE LLC

GAINESVILLE, GA

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Search this name across graphsid dfx:ria:c99c3c2e-505b-6786-bc93-a4023a841816

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:17 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Apr 27, 2015 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: BLOSSOM BALANCE 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: Sep 10, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Sep 10, 2013
First registration: Apr 27, 2015
Dual registered: no
Other names: TRACEY ANN GORDINEER
IAPD individual key: 6179365

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
BLOSSOM BALANCE LLC	State registered	Nov 17, 2025	n/a	yes	GAINESVILLE, GA	Current employment
PARAMOUNT INVESTMENT ADVISORS	State registered	Dec 23, 2020	Aug 27, 2025	no	BUFORD, GA	Previous registration
WEALTH 360, LLC	State registered	Jun 25, 2015	Feb 20, 2017	no	BUFORD, GA	Previous registration
PRIMERICA ADVISORS	National bd RIA	Apr 27, 2015	May 18, 2015	no	SMYRNA, GA	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
PARAMOUNT INVESTMENT ADVISORS	BLOSSOM BALANCE LLC	Aug 27, 2025	Nov 17, 2025	82	Firm change	Other
WEALTH 360, LLC	PARAMOUNT INVESTMENT ADVISORS	Feb 20, 2017	Dec 23, 2020	1,402	Firm change after gap	Other
PRIMERICA ADVISORS	WEALTH 360, LLC	May 18, 2015	Jun 25, 2015	38	Firm change	Ibd to state RIA

Relationships

Registered with (4)

→ BLOSSOM BALANCE LLCRegistered adviserregistration: current employment
Nov 17, 2025 to presentfactForm ADV
→ PARAMOUNT INVESTMENT ADVISORSRegistered adviserregistration: previous registration
Dec 23, 2020 to Aug 27, 2025factForm ADV
→ WEALTH 360, LLCRegistered adviserregistration: previous registration
Jun 25, 2015 to Feb 20, 2017factForm ADV
→ PRIMERICA ADVISORSRegistered adviserregistration: previous registration
Apr 27, 2015 to May 18, 2015factForm ADV

Dated events

Occurred
Aug 27, 2025
Advisor changed firm
Tracey Gordineer left Paramount Investment Advisors for Blossom Balance Llc (registered 2025-11-17)
Form ADVobserved 6 days ago