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Advisor at PARADIGM WEALTH MANAGEMENT, LLC
WESTLAKE, OH | CHICAGO, IL
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 WEALTH MANAGEMENT, LLC | Independent wealth | Dec 12, 2014 | n/a | yes | CHICAGO, IL|WESTLAKE, OH | Current employment |
| CHARLES SCHWAB & CO., INC. | National bd RIA | Mar 27, 2002 | Jun 20, 2011 | no | Winnetka, IL|Chicago, IL|CHICAGO, IL|CHICAGO, IL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | PARADIGM WEALTH MANAGEMENT, LLC | Jun 20, 2011 | Dec 12, 2014 | 1,271 | Firm change after gap | Other |