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
Jamie Christopher Cinotto
Feed of 09/14/2026
At current firm
0 y
since Aug 11, 2026
In the industry
25 y
since Apr 5, 2001 (earliest exam, job or registration)
Prior registered firms
9
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Triad Wealth Partners, LLC independent RIA currentsince Aug 11, 2026 · Lawrence, Ks
- Paragon Capital Management LLC independent RIAJan 13, 2025 to Mar 13, 2026 · Overland Park, Ks
- Paragon Capital Management LLC independent RIADec 12, 2019 to Aug 6, 2021 · Overland Park, Ks
- Mariner BD affiliatedMar 12, 2018 to Oct 29, 2019 · Overland Park, Ks
- 440 Investment Group, LLC formerJun 1, 2017 to Mar 31, 2018 · Overland Park, Ks
- Firstpoint Financial, LLC formerMay 21, 2015 to Mar 22, 2017 · Overland Park, Ks
- Mariner BD affiliatedMar 17, 2015 to Jun 1, 2017 · Overland Park, Ks
- Firstpoint Financial, LLC formerDec 15, 2014 to Jan 21, 2016 · Leawood, Ks
- Mwa Financial Services, Inc. BD affiliatedJul 24, 2014 to Nov 17, 2014 · Lenexa, Ks
- Madison Avenue Securities, LLC BD affiliatedJul 22, 2013 to Feb 28, 2014 · Prairie Village, Ks
Moves
a registration end followed by a registration begin elsewhere
- Paragon Capital Management LLC to Triad Wealth Partners, LLCleft Mar 13, 2026, registered Aug 11, 2026 (151 days) · RIA to RIA
- Mariner to Paragon Capital Management LLCleft Oct 29, 2019, registered Dec 12, 2019 (44 days) · Affiliated broker-dealer or bank to independent RIA
- 440 Investment Group, LLC to Marinerleft Mar 31, 2018, registered Mar 12, 2018 (-19 days) · Other · moved with a team
- Mariner to Firstpoint Financial, LLCleft Jun 1, 2017, registered May 21, 2015 (-742 days) · Other
- Firstpoint Financial, LLC to 440 Investment Group, LLCleft Mar 22, 2017, registered Jun 1, 2017 (71 days) · channel change inside one enterprise, not a move
- Firstpoint Financial, LLC to Marinerleft Jan 21, 2016, registered Mar 17, 2015 (-310 days) · Other · moved with a team
- Mwa Financial Services, Inc. to Firstpoint Financial, LLCleft Nov 17, 2014, registered Dec 15, 2014 (28 days) · Other
- Madison Avenue Securities, LLC to Mwa Financial Services, Inc.left Feb 28, 2014, registered Jul 24, 2014 (146 days) · Other
Signals
- Jamie Christopher Cinotto left Paragon Capital Management Llc for Triad Wealth Partners, Llc (registered 2026-08-11)Mar 13, 2026 · 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
- Independent wealth managerderived
- Years in industry
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address