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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
S•••••• N• Y••••••••
- Title
- Operations Specialistreportedparagoncap.comfirm site, Sep 15, 2026
- Business email
- syarbrough@paragoncap.comreportedparagoncap.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.
- P•••••• C•••••• M••••••••• L•• independent RIA currentsince Oct 21, 2020 · Overland Park, Ks
- F••••••• W••••• M••••••••• L•• formerNov 6, 2014 to Oct 26, 2020 · Leawood, Ks
- Y•••• W••••• M••••••••• I••• independent RIANov 29, 2012 to Nov 27, 2018 · Overland Park, Ks
- C••••••• P••••••• independent RIASep 10, 2012 to Nov 21, 2012 · Overland Park, Ks
- Y•••• W••••• M••••••••• I••• independent RIAJul 10, 2012 to Sep 6, 2012 · Overland Park, Ks
- W•••• F•••• A••••••• wirehouseJun 11, 2008 to May 19, 2009 · Overland Park, Ks
- F••••••• W••••• M••••••••• L•• to P•••••• C•••••• M••••••••• L••left Oct 26, 2020, registered Oct 21, 2020 (-5 days) · RIA to RIA
- Y•••• W••••• M••••••••• I••• to F••••••• W••••• M••••••••• L••left Nov 27, 2018, registered Nov 6, 2014 (-1482 days) · Other
- C••••••• P••••••• to Y•••• W••••• M••••••••• I•••left Nov 21, 2012, registered Nov 29, 2012 (8 days) · Other
- Y•••• W••••• M••••••••• I••• to C••••••• P•••••••left Sep 6, 2012, registered Sep 10, 2012 (4 days) · Other
- W•••• F•••• A••••••• to Y•••• W••••• M••••••••• I•••left May 19, 2009, registered Jul 10, 2012 (1148 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
- 29derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address