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.

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.

Registered advisor

C•••••• L••• Y•••••••••

B••••••••• W••••• A•••••••• L••no RAUMWheaton, Il IA-onlyIAPD 4574472

Certified Financial Planner

Feed of 09/15/2026

Also filed as Paranczak L••• Cynthia

At current firm

2 y

since Feb 14, 2024

In the industry

21 y

since Jan 1, 2005 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

B••••••••• W••••• A•••••••• L•• no RAUM current
since Feb 14, 2024 · Wilmington, De
A••••••• W••••• M••••••••• L•• independent RIA
Dec 13, 2021 to Feb 1, 2024 · Wilmington, De
V••••••• A•••••••• I••• BD affiliated
May 4, 2021 to Dec 13, 2021 · Malvern, Pa
A••••••• W••••• M••••••••• L•• independent RIA
Mar 22, 2019 to Mar 1, 2021 · Wilmington, De
T••••• C•••••• M••••••••• L•• independent RIA
Sep 6, 2017 to Oct 2, 2017 · Fort Washington, Pa

Moves

a registration end followed by a registration begin elsewhere

A••••••• W••••• M••••••••• L•• to B••••••••• W••••• A•••••••• L••
left Feb 1, 2024, registered Feb 14, 2024 (13 days) · Other
V••••••• A•••••••• I••• to A••••••• W••••• M••••••••• L••
left Dec 13, 2021, registered Dec 13, 2021 (0 days) · Affiliated broker-dealer or bank to independent RIA
A••••••• W••••• M••••••••• L•• to V••••••• A•••••••• I•••
left Mar 1, 2021, registered May 4, 2021 (64 days) · RIA to affiliated broker-dealer or bank
T••••• C•••••• M••••••••• L•• to A••••••• W••••• M••••••••• L••
left Oct 2, 2017, registered Mar 22, 2019 (536 days) · RIA to RIA

Signals

C•••••• L••• Y••••••••• left A••••••• W••••• M••••••••• L•• for B••••••••• W••••• A•••••••• L•• (registered 2024-02-14)
Feb 1, 2024 · 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: No RAUM reportedderived
Years in industry: 21derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address