DFX Intelligence

Data Factory

RIA / WealthAdvisorChartered Financial Consultant32 years in industry

WILLIAM JOHN MANBY

Advisor at PARADIGM INVESTMENT ADVISORY LLC

AKRON, OH

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:e446c0c7-b50c-e319-5250-56999516f4aa

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:36 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Nov 17, 1999 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: PARADIGM INVESTMENT ADVISORY 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: Jan 21, 1994earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 12derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Consultant
Exams: S63
First exam: Jan 21, 1994
First registration: Nov 17, 1999
Dual registered: no
Other names: BILL MANBY
IAPD individual key: 2433553

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
PARADIGM INVESTMENT ADVISORY LLC	State registered	Sep 16, 2014	n/a	yes	AKRON, OH	Current employment
ANCORA RETIREMENT PLAN ADVISORS, LLC	Other adviser	Jan 2, 2009	May 1, 2013	no	MAYFIELD HEIGHTS, OH\|CLEVELAND, OH	Previous registration
WOODBURY FINANCIAL SERVICES, INC.	Former SEC adviser	Feb 27, 2006	Dec 31, 2008	no	AKRON, OH	Previous registration
OGILVIE SECURITY ADVISORS CORP	Former SEC adviser	Aug 18, 2000	Nov 1, 2002	no	AKRON, OH	Previous registration
MANBY FINANCIAL STRATEGIES, INC.	n/a	Nov 17, 1999	Feb 22, 2006	no	AKRON, OH	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
ANCORA RETIREMENT PLAN ADVISORS, LLC	PARADIGM INVESTMENT ADVISORY LLC	May 1, 2013	Sep 16, 2014	503	Firm change after gap	Other
WOODBURY FINANCIAL SERVICES, INC.	ANCORA RETIREMENT PLAN ADVISORS, LLC	Dec 31, 2008	Jan 2, 2009	2	Firm change	Other
MANBY FINANCIAL STRATEGIES, INC.	OGILVIE SECURITY ADVISORS CORP	Feb 22, 2006	Aug 18, 2000	-2,014	Firm change after gap	Other
OGILVIE SECURITY ADVISORS CORP	WOODBURY FINANCIAL SERVICES, INC.	Nov 1, 2002	Feb 27, 2006	1,214	Firm change after gap	Other

Relationships

Registered with (5)

→ PARADIGM INVESTMENT ADVISORY LLCRegistered adviserregistration: current employment
Sep 16, 2014 to presentfactForm ADV
→ ANCORA RETIREMENT PLAN ADVISORS, LLCRegistered adviserregistration: previous registration
Jan 2, 2009 to May 1, 2013factForm ADV
→ WOODBURY FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Feb 27, 2006 to Dec 31, 2008factForm ADV
→ MANBY FINANCIAL STRATEGIES, INC.Registered adviserregistration: previous registration
Nov 17, 1999 to Feb 22, 2006factForm ADV
→ OGILVIE SECURITY ADVISORS CORPRegistered adviserregistration: previous registration
Aug 18, 2000 to Nov 1, 2002factForm ADV

Dated events

No dated event names this entity yet.