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 George Liebezeit
Certified Financial Planner
Feed of 09/14/2026
Also filed as Paul G Liebezeit
At current firm
7 y
since May 29, 2019
In the industry
31 y
since Feb 24, 1995 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
3
current, as an IAR
Firms today
2
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
- Mma Asset Management LLC mixed wealth currentsince Jan 16, 2020 · Conshohocken, Pa
- Mma Securities LLC no RAUM currentsince May 29, 2019 · Boston, Ma
- The Centurion Group, LLC formerNov 12, 2012 to Nov 14, 2016 · Plymouth Meeting, Pa
- LPL Financial LLC BD affiliatedDec 1, 2010 to Oct 17, 2014 · Plymouth Meeting, Pa
- Mma Asset Management LLC mixed wealthNov 24, 2010 to Dec 31, 2019 · Conshohocken, Pa
- Nrp Advisors, Inc. unclassifiedOct 2, 2009 to Dec 1, 2010 · Plymouth Meeting, Pa
Moves
a registration end followed by a registration begin elsewhere
- Mma Asset Management LLC to LPL Financial LLCleft Dec 31, 2019, registered Dec 1, 2010 (-3317 days) · Other
- The Centurion Group, LLC to Mma Securities LLCleft Nov 14, 2016, registered May 29, 2019 (926 days) · Other
- LPL Financial LLC to The Centurion Group, LLCleft Oct 17, 2014, registered Nov 12, 2012 (-704 days) · Other
- Nrp Advisors, Inc. to Mma Asset Management LLCleft Dec 1, 2010, registered Nov 24, 2010 (-7 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
- Wealth manager with institutional or fund businessderived
- Years in industry
- 31derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address