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
David Andrew Paul
Feed of 09/14/2026
Also filed as Drew Paul
At current firm
0 y
since Nov 13, 2025
In the industry
25 y
since May 29, 2001 (earliest exam, job or registration)
Prior registered firms
8
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
3
dated events on this person
Registration history
IAPD current and previous registrations
- Fusion Planning LLC state registered currentsince Nov 13, 2025 · Wooster, Oh
- Stirlingshire Investments independent RIAJun 11, 2024 to Aug 5, 2025 · Wooster, Oh
- Golden Reserve Retirement, LLC independent RIAJan 24, 2023 to Feb 20, 2024 · Dublin, Oh
- U.S. Bancorp Investments, Inc. formerDec 21, 2021 to Jun 28, 2022 · Fairlawn, Oh
- Cuna Brokerage Services, Inc. formerAug 22, 2014 to Oct 5, 2021 · Tampa, Fl
- Suntrust Investment Services, Inc. formerJul 17, 2012 to Aug 5, 2013 · Orlando, Fl
- Fifth Third Securities, Inc. BD affiliatedJul 3, 2007 to Jun 28, 2012 · Orlando, Fl
- Chase Investment Services Corp. formerJul 6, 2005 to Mar 16, 2007 · Wayne, Mi
- Banc One Securities Corporation unclassifiedSep 26, 2002 to Jul 6, 2005 · Indianapolis, In
Moves
a registration end followed by a registration begin elsewhere
- Stirlingshire Investments to Fusion Planning LLCleft Aug 5, 2025, registered Nov 13, 2025 (100 days) · RIA to a state-registered adviser
- Golden Reserve Retirement, LLC to Stirlingshire Investmentsleft Feb 20, 2024, registered Jun 11, 2024 (112 days) · RIA to RIA
- U.S. Bancorp Investments, Inc. to Golden Reserve Retirement, LLCleft Jun 28, 2022, registered Jan 24, 2023 (210 days) · Affiliated broker-dealer or bank to independent RIA
- Cuna Brokerage Services, Inc. to U.S. Bancorp Investments, Inc.left Oct 5, 2021, registered Dec 21, 2021 (77 days) · Affiliated broker-dealer or bank to another
- Suntrust Investment Services, Inc. to Cuna Brokerage Services, Inc.left Aug 5, 2013, registered Aug 22, 2014 (382 days) · Other
- Fifth Third Securities, Inc. to Suntrust Investment Services, Inc.left Jun 28, 2012, registered Jul 17, 2012 (19 days) · Other
- Chase Investment Services Corp. to Fifth Third Securities, Inc.left Mar 16, 2007, registered Jul 3, 2007 (109 days) · Other
- Banc One Securities Corporation to Chase Investment Services Corp.left Jul 6, 2005, registered Jul 6, 2005 (0 days) · corporate re-registration, not a move
Signals
- David Andrew Paul left Stirlingshire Investments for Fusion Planning Llc (registered 2025-11-13)Aug 5, 2025 · Advisor changed firm · fact
- David Andrew Paul left Golden Reserve Retirement, Llc for Stirlingshire Investments (registered 2024-06-11)Feb 20, 2024 · Advisor changed firm · fact
- David Andrew Paul left U.S. Bancorp Investments, Inc. for Golden Reserve Retirement, Llc (registered 2023-01-24)Jun 28, 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
- STATE REGISTEREDderived
- Years in industry
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address