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RIA / WealthAdvisor28 years in industry

Paul Shoquist

Advisor at NEWEDGE ADVISORS

Winter Park, FL | NEW ORLEANS, LA

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Search this name across graphsid dfx:ria:f1c65ab5-10dc-a5ad-3f5e-82b5ba67a8dd

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:43 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 2
On other graphs: 0
Observed: Oct 2, 1997 to Sep 15, 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: NEWEDGE ADVISORS
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 2, 1997earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 1
Exams: S63
First exam: Jul 20, 2000
First registration: Oct 2, 1997
Dual registered: no
Other names: PAUL WAYNE SHOQUIST
IAPD individual key: 2939886

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
NEWEDGE ADVISORS	Bd affiliated wealth	Mar 6, 2026	n/a	yes	NEW ORLEANS, LA\|Winter Park, FL	Current employment
PRIME CAPITAL FINANCIAL	Mixed wealth	May 13, 2022	Mar 3, 2026	no	OVERLAND PARK, KS\|Winter Park, FL\|Winter Park, FL	Previous registration
20/20 CAPITAL MANAGEMENT, INC	Former SEC adviser	Jul 22, 2016	Dec 31, 2022	no	Daytona Beach, FL\|COSTA MESA, CA	Previous registration
AMERITAS ADVISORY SERVICES	Former SEC adviser	Oct 19, 2011	Oct 2, 2017	no	Daytona Beach, FL\|LINCOLN, NE\|Lincoln, NE	Previous registration
INDEPENDENT FINANCIAL PARTNERS	Bd affiliated wealth	Dec 7, 2009	Dec 12, 2011	no	WINTER PARK, FL	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Sep 9, 2009	Dec 12, 2009	no	WINTER PARK, FL	Previous registration
MUTUAL SERVICE CORPORATION	n/a	Oct 8, 2002	Sep 28, 2009	no	WINTER PARK, FL\|BOSTON, MA	Previous registration
RAYMOND JAMES FINANCIAL SERVICES, INC.	n/a	Oct 2, 1997	Aug 21, 2002	no	MAITLAND, FL	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
PRIME CAPITAL FINANCIAL	NEWEDGE ADVISORS	Mar 3, 2026	Mar 6, 2026	3	Firm change	RIA to ibd
20/20 CAPITAL MANAGEMENT, INC	PRIME CAPITAL FINANCIAL	Dec 31, 2022	May 13, 2022	-232	Firm change after gap	RIA to RIA
AMERITAS ADVISORY SERVICES	20/20 CAPITAL MANAGEMENT, INC	Oct 2, 2017	Jul 22, 2016	-437	Firm change after gap	Other
INDEPENDENT FINANCIAL PARTNERS	AMERITAS ADVISORY SERVICES	Dec 12, 2011	Oct 19, 2011	-54	Firm change after gap	Other
LPL FINANCIAL LLC	INDEPENDENT FINANCIAL PARTNERS	Dec 12, 2009	Dec 7, 2009	-5	Firm change	Other
MUTUAL SERVICE CORPORATION	LPL FINANCIAL LLC	Sep 28, 2009	Sep 9, 2009	-19	Bulk transfer	Other
RAYMOND JAMES FINANCIAL SERVICES, INC.	MUTUAL SERVICE CORPORATION	Aug 21, 2002	Oct 8, 2002	48	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
281692:288712:CA:2022-12-31	Dec 31, 2022	May 13, 2022	COSTA MESA, CA	Firm change after gap
14869:281692:NE:2017-10-02	Oct 2, 2017	Jul 22, 2016	LINCOLN, NE	Firm change after gap

Relationships

Registered with (8)

→ NEWEDGE ADVISORSRegistered adviserregistration: current employment
Mar 6, 2026 to presentfactForm ADV
→ PRIME CAPITAL FINANCIALRegistered adviserregistration: previous registration
May 13, 2022 to Mar 3, 2026factForm ADV
→ 20/20 CAPITAL MANAGEMENT, INCRegistered adviserregistration: previous registration
Jul 22, 2016 to Dec 31, 2022factForm ADV
→ AMERITAS ADVISORY SERVICESRegistered adviserregistration: previous registration
Oct 19, 2011 to Oct 2, 2017factForm ADV
→ INDEPENDENT FINANCIAL PARTNERSRegistered adviserregistration: previous registration
Dec 7, 2009 to Dec 12, 2011factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Sep 9, 2009 to Dec 12, 2009factForm ADV
→ MUTUAL SERVICE CORPORATIONRegistered adviserregistration: previous registration
Oct 8, 2002 to Sep 28, 2009factForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Oct 2, 1997 to Aug 21, 2002factForm ADV

Dated events

Occurred
Mar 3, 2026
Advisor changed firm
Paul Shoquist left Prime Capital Financial for Newedge Advisors (registered 2026-03-06)
Form ADVobserved 3 days ago
Occurred
Dec 31, 2022
Advisor changed firm
Paul Shoquist left 20/20 Capital Management, Inc for Prime Capital Financial (registered 2022-05-13)
Form ADVobserved 3 days ago