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Advisor at PARADIGM INVESTMENT MANAGEMENT
MIAMI, FL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| PARADIGM INVESTMENT MANAGEMENT | Asset manager | Dec 3, 2025 | n/a | yes | MIAMI, FL | Current employment |
| PARADIGM INVESTMENT MANAGEMENT | Asset manager | Aug 11, 2015 | Dec 31, 2023 | no | MIAMI, FL | Previous registration |
| PARADIGM INVESTMENT MANAGEMENT | Asset manager | Aug 11, 2015 | Dec 31, 2019 | no | MIAMI, FL | Previous registration |
| PORTFOLIO RESOURCES ADVISOR GROUP, INC. | Independent wealth | Aug 11, 2015 | May 9, 2017 | no | CORAL GABLES, FL|MIAMI, FL | Previous registration |
| BOLTON GLOBAL ASSET MANAGEMENT | Bd affiliated wealth | Sep 10, 2009 | Dec 31, 2014 | no | SHELTON, CT|BOLTON, MA | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Apr 29, 2005 | Sep 8, 2009 | no | NEW YORK, NY|NEW YORK, NY | Previous registration |
| CHASE INVESTMENT SERVICES CORP. | Former SEC adviser | Sep 7, 2001 | May 4, 2005 | no | NEW YORK, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PORTFOLIO RESOURCES ADVISOR GROUP, INC. | PARADIGM INVESTMENT MANAGEMENT | May 9, 2017 | Aug 11, 2015 | -637 | Firm change after gap | Other |
| BOLTON GLOBAL ASSET MANAGEMENT | PORTFOLIO RESOURCES ADVISOR GROUP, INC. | Dec 31, 2014 | Aug 11, 2015 | 223 | Firm change | Other |
| WELLS FARGO ADVISORS | BOLTON GLOBAL ASSET MANAGEMENT | Sep 8, 2009 | Sep 10, 2009 | 2 | Firm change | Other |
| CHASE INVESTMENT SERVICES CORP. | WELLS FARGO ADVISORS | May 4, 2005 | Apr 29, 2005 | -5 | Firm change | Other |