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 Jude Conforti
Certified Financial Planner
Feed of 09/14/2026
At current firm
9 y
since Nov 9, 2016
In the industry
26 y
since Nov 1, 1999 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Mariner BD affiliated currentsince Nov 9, 2016 · Manasquan, Nj
- Mariner Wealth Advisors formerJul 22, 2014 to Dec 31, 2018 · Overland Park, Ks
- Capital Analysts BD affiliatedJun 4, 2012 to Jan 10, 2019 · Manasquan, Nj
- Lincoln Investment independent RIAJun 1, 2012 to Jan 10, 2019 · Manasquan, Nj
- Housen Financial Group, Inc. formerJul 26, 2002 to Jul 21, 2014 · Manasquan, Nj
- Cincinnati Analysts, Inc formerJul 26, 2002 to Jun 1, 2012 · Manasquan, Nj
Moves
a registration end followed by a registration begin elsewhere
- Lincoln Investment to Capital Analystsleft Jan 10, 2019, registered Jun 4, 2012 (-2411 days) · Other · moved with a team
- Capital Analysts to Mariner Wealth Advisorsleft Jan 10, 2019, registered Jul 22, 2014 (-1633 days) · Other · moved with a team
- Mariner Wealth Advisors to Marinerleft Dec 31, 2018, registered Nov 9, 2016 (-782 days) · Other · moved with a team
- Housen Financial Group, Inc. to Lincoln Investmentleft Jul 21, 2014, registered Jun 1, 2012 (-780 days) · Other
- Cincinnati Analysts, Inc to Housen Financial Group, Inc.left Jun 1, 2012, registered Jul 26, 2002 (-3598 days) · Other
Signals
No dated event on this person.
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
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address