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 Edward Staniszewski
Certified Financial Planner
Feed of 09/15/2026
Also filed as Paul Edward Staniszewski
At current firm
0 y
since Apr 15, 2026
In the industry
34 y
since Jul 30, 1992 (earliest exam, job or registration)
Prior registered firms
9
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
3
dated events on this person
Registration history
IAPD current and previous registrations
- Sikich Financial independent RIA currentsince Apr 15, 2026 · Naperville, Il
- Savant Wealth Management independent RIAFeb 2, 2023 to Dec 19, 2025 · Rockford, Il
- One Advisory Partners, LLC independent RIASep 21, 2022 to Jan 19, 2023 · Overland Park, Ks
- Carlson Financial independent RIAMar 28, 2022 to Jun 1, 2022 · Topeka, Ks
- Edelman Financial Engines independent RIASep 26, 2018 to Dec 10, 2021 · Overland Park, Ks
- Waddell & Reed formerAug 9, 2016 to Sep 18, 2018 · Overland Park, Ks
- Tlg Advisors, Inc. BD affiliatedDec 12, 2014 to May 18, 2016 · The Woodlands, Tx
- Pnc Wealth Management BD affiliatedNov 16, 2012 to Jun 26, 2014 · Chicago, Il
- Valic Financial Advisors, Inc. BD affiliatedAug 3, 2011 to Oct 11, 2012 · Chicago, Il
- Avantax Planning Partners, Inc. BD affiliatedMay 7, 2009 to Mar 8, 2011 · Chicago, Il
Moves
a registration end followed by a registration begin elsewhere
- Savant Wealth Management to Sikich Financialleft Dec 19, 2025, registered Apr 15, 2026 (117 days) · RIA to RIA
- One Advisory Partners, LLC to Savant Wealth Managementleft Jan 19, 2023, registered Feb 2, 2023 (14 days) · RIA to RIA
- Carlson Financial to One Advisory Partners, LLCleft Jun 1, 2022, registered Sep 21, 2022 (112 days) · RIA to RIA
- Edelman Financial Engines to Carlson Financialleft Dec 10, 2021, registered Mar 28, 2022 (108 days) · RIA to RIA
- Waddell & Reed to Edelman Financial Enginesleft Sep 18, 2018, registered Sep 26, 2018 (8 days) · Affiliated broker-dealer or bank to independent RIA
- Tlg Advisors, Inc. to Waddell & Reedleft May 18, 2016, registered Aug 9, 2016 (83 days) · Other
- Pnc Wealth Management to Tlg Advisors, Inc.left Jun 26, 2014, registered Dec 12, 2014 (169 days) · Other
- Valic Financial Advisors, Inc. to Pnc Wealth Managementleft Oct 11, 2012, registered Nov 16, 2012 (36 days) · Other
- Avantax Planning Partners, Inc. to Valic Financial Advisors, Inc.left Mar 8, 2011, registered Aug 3, 2011 (148 days) · Other
Signals
- Paul Edward Staniszewski left Savant Wealth Management for Sikich Financial (registered 2026-04-15)Dec 19, 2025 · Advisor changed firm · fact
- Paul Edward Staniszewski left One Advisory Partners, Llc for Savant Wealth Management (registered 2023-02-02)Jan 19, 2023 · Advisor changed firm · fact
- Paul Edward Staniszewski left Carlson Financial for One Advisory Partners, Llc (registered 2022-09-21)Jun 1, 2022 · 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
- Independent wealth managerderived
- Years in industry
- 34derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address