DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Paul Damien Hoskin
Certified Financial Planner
Feed of 09/16/2026
Also filed as Paul Damian Hoskin
At current firm
2 y
since Aug 19, 2024
In the industry
34 y
since Oct 23, 1991 (earliest exam, job or registration)
Prior registered firms
6
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
2
current registrations
Exams
S63, S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Arax Advisory Partners BD affiliated currentsince Sep 15, 2026 · Loudon, Tn
- Summit Trail Advisors, LLC independent RIA currentsince Aug 19, 2024 · Loudon, Tn
- Summit Trail Advisors, LLC independent RIA currentsince Aug 19, 2024 · Newport Beach, Ca
- LPL Financial LLC BD affiliatedJul 19, 2023 to Sep 3, 2024 · Newport Beach, Ca
- Bancwest Investment Services, Inc. (Bwis) formerMar 24, 2022 to Jul 19, 2023 · Los Angeles, Ca
- Citigroup Global Markets Inc. BD affiliatedNov 21, 2013 to Jun 8, 2020 · Costa Mesa, Ca
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOct 23, 2009 to Oct 14, 2013 · Newport Beach, Ca
- Banc Of America Investment Services, Inc. unclassifiedMar 12, 2008 to Oct 23, 2009 · Costa Mesa, Ca
- Charles Schwab & Co., Inc. national BDOct 25, 2001 to Oct 21, 2004 · El Segundo, Ca
Moves
a registration end followed by a registration begin elsewhere
- LPL Financial LLC to Summit Trail Advisors, LLCleft Sep 3, 2024, registered Aug 19, 2024 (-15 days) · Affiliated broker-dealer or bank to independent RIA
- Bancwest Investment Services, Inc. (Bwis) to LPL Financial LLCleft Jul 19, 2023, registered Jul 19, 2023 (0 days) · corporate re-registration, not a move
- Citigroup Global Markets Inc. to Bancwest Investment Services, Inc. (Bwis)left Jun 8, 2020, registered Mar 24, 2022 (654 days) · Affiliated broker-dealer or bank to another
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Citigroup Global Markets Inc.left Oct 14, 2013, registered Nov 21, 2013 (38 days) · Other
- Banc Of America Investment Services, Inc. to Merrill Lynch, Pierce, Fenner & Smith Incorporatedleft Oct 23, 2009, registered Oct 23, 2009 (0 days) · corporate re-registration, not a move
- Charles Schwab & Co., Inc. to Banc Of America Investment Services, Inc.left Oct 21, 2004, registered Mar 12, 2008 (1238 days) · Other
Signals
- Paul Damien Hoskin left Lpl Financial Llc for Summit Trail Advisors, Llc (registered 2024-08-19)Sep 3, 2024 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 34derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address