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 Michael West
Certified Financial Planner
Feed of 09/14/2026
At current firm
11 y
since Sep 23, 2014
In the industry
27 y
since Apr 19, 1999 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Cwm, LLC BD affiliated currentsince Sep 23, 2014 · Omaha, Ne
- Method Enterprises, LLC formerDec 2, 2011 to Jun 11, 2012 · 12020 Shamrock Plaza, Suite 105, Ne
- Ipro One Management, Inc. unclassifiedNov 6, 2007 to Sep 27, 2012 · West Palm Beach, Fl
- Securities America Advisors, Inc. formerJul 23, 2003 to Mar 12, 2010 · Omaha, Ne
Moves
a registration end followed by a registration begin elsewhere
- Ipro One Management, Inc. to Method Enterprises, LLCleft Sep 27, 2012, registered Dec 2, 2011 (-300 days) · Other
- Method Enterprises, LLC to Cwm, LLCleft Jun 11, 2012, registered Sep 23, 2014 (834 days) · Other
- Securities America Advisors, Inc. to Ipro One Management, Inc.left Mar 12, 2010, registered Nov 6, 2007 (-857 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 27derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address