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.
Marty Edward Paul
- Title
- Senior Financial Advisorreportedlighthousegigharbor.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.
- Lighthouse Wealth Strategies, LLC independent RIA currentsince Feb 21, 2019 · Gig Harbor, Wa
- Sowell Management independent RIA currentsince Dec 8, 2016 · Gig Harbor, Wa
- Lighthouse Wealth Strategies formerOct 12, 2016 to Oct 17, 2016 · Gig Harbor, Wa
- Concert Wealth Management formerFeb 18, 2016 to Jan 3, 2017 · Gig Harbor, Wa
- Northwest Asset Management independent RIAMar 25, 2011 to Jul 1, 2014 · Gig Harbor, Wa
- RBC Capital Markets, LLC national BDMar 27, 2000 to Mar 28, 2011 · Tacoma, Wa
- Concert Wealth Management to Lighthouse Wealth Strategiesleft Jan 3, 2017, registered Oct 12, 2016 (-83 days) · Other · moved with a team
- Lighthouse Wealth Strategies to Sowell Managementleft Oct 17, 2016, registered Dec 8, 2016 (52 days) · Other · moved with a team
- Northwest Asset Management to Concert Wealth Managementleft Jul 1, 2014, registered Feb 18, 2016 (597 days) · Other
- RBC Capital Markets, LLC to Northwest Asset Managementleft Mar 28, 2011, registered Mar 25, 2011 (-3 days) · Other
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.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 31derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address