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
Jackson Robert Paulishak
Feed of 09/14/2026
At current firm
2 y
since Mar 18, 2024
In the industry
31 y
since Apr 20, 1995 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Empirikal Partners LLC state registered currentsince Mar 18, 2024 · Frederick, Md
- Sapphire Blue Investment Partners independent RIAFeb 4, 2022 to Apr 2, 2024 · Frederick, Md
- Sapphire Blue Investment Partners independent RIAJun 9, 2021 to Dec 31, 2021 · Frederick, Md
- Summit Financial Group Inc formerFeb 23, 2006 to May 14, 2021 · Frederick, Md
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseAug 15, 2001 to Feb 23, 2006 · Frederick, Md
Moves
a registration end followed by a registration begin elsewhere
- Sapphire Blue Investment Partners to Empirikal Partners LLCleft Apr 2, 2024, registered Mar 18, 2024 (-15 days) · RIA to a state-registered adviser
- Summit Financial Group Inc to Sapphire Blue Investment Partnersleft May 14, 2021, registered Jun 9, 2021 (26 days) · Affiliated broker-dealer or bank to independent RIA
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Summit Financial Group Incleft Feb 23, 2006, registered Feb 23, 2006 (0 days) · Other
Signals
- Jackson Robert Paulishak left Sapphire Blue Investment Partners for Empirikal Partners Llc (registered 2024-03-18)Apr 2, 2024 · 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
- STATE REGISTEREDderived
- Years in industry
- 31derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address