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 Glynn Lindsay
Feed of 09/15/2026
At current firm
8 y
since Jun 18, 2018
In the industry
30 y
since Aug 2, 1996 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
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
- Creativeone Wealth, LLC independent RIA currentsince Jun 18, 2018 · Cary, Nc
- Integrity Alliance, LLC BD affiliatedOct 1, 2009 to Jun 18, 2018 · Cary, Nc
- Cambridge Investment Research Advisors, Inc. BD affiliatedJul 29, 2008 to Oct 27, 2009 · Cary, Nc
- Financial West Group formerApr 21, 2008 to Jul 30, 2008 · Raleigh, Nc
- First Command Financial Planning, Inc. formerSep 8, 2005 to Jun 30, 2006 · Panama City, Fl
- First Command Bank unclassifiedMay 5, 2005 to Sep 14, 2005 · Fort Worth, Tx
Moves
a registration end followed by a registration begin elsewhere
- Integrity Alliance, LLC to Creativeone Wealth, LLCleft Jun 18, 2018, registered Jun 18, 2018 (0 days) · RIA to RIA
- Cambridge Investment Research Advisors, Inc. to Integrity Alliance, LLCleft Oct 27, 2009, registered Oct 1, 2009 (-26 days) · Other
- Financial West Group to Cambridge Investment Research Advisors, Inc.left Jul 30, 2008, registered Jul 29, 2008 (-1 days) · Other
- First Command Financial Planning, Inc. to Financial West Groupleft Jun 30, 2006, registered Apr 21, 2008 (661 days) · Other
- First Command Bank to First Command Financial Planning, Inc.left Sep 14, 2005, registered Sep 8, 2005 (-6 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
- Independent wealth managerderived
- Years in industry
- 30derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address