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 Jason Caruso

Oxinas Partners Wealth Managementindependent RIAJeffersonville, InIA-onlyIAPD 2288801

Feed of 09/14/2026

Also filed as Paul Caruso

At current firm

3 y

since Mar 22, 2023

In the industry

33 y

since Nov 25, 1992 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Financial Advisorreportedoxinaspartners.comfirm site, Sep 15, 2026
Business email: pcaruso@oxinaspartners.comreportedoxinaspartners.comfirm site, Sep 15, 2026
Direct business phone: 812-725-8649reportedoxinaspartners.comfirm site, Sep 15, 2026
Professional profile: oxinaspartners.com/team/paul-carusoreportedoxinaspartners.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

Oxinas Partners Wealth Management independent RIA current
since Mar 22, 2023 · Jeffersonville, In
Edward Jones national BD
Sep 4, 2018 to Mar 31, 2023 · Jeffersonville, In
Waddell & Reed former
Sep 21, 2011 to Sep 4, 2018 · Louisville, Ky
Charles Schwab & Co., Inc. national BD
May 31, 2005 to Sep 19, 2011 · Louisville, Ky
Morgan Stanley Dw Inc. unclassified
Sep 23, 1999 to May 5, 2005 · Garden City, Ny

Moves

a registration end followed by a registration begin elsewhere

Edward Jones to Oxinas Partners Wealth Management
left Mar 31, 2023, registered Mar 22, 2023 (-9 days) · Affiliated broker-dealer or bank to independent RIA
Waddell & Reed to Edward Jones
left Sep 4, 2018, registered Sep 4, 2018 (0 days) · Affiliated broker-dealer or bank to another
Charles Schwab & Co., Inc. to Waddell & Reed
left Sep 19, 2011, registered Sep 21, 2011 (2 days) · Other
Morgan Stanley Dw Inc. to Charles Schwab & Co., Inc.
left May 5, 2005, registered May 31, 2005 (26 days) · Other

Signals

Paul Jason Caruso left Edward Jones for Oxinas Partners Wealth Management (registered 2023-03-22)
Mar 31, 2023 · 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: 33derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address