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
Paige Loretta Gunn
Feed of 09/14/2026
At current firm
0 y
since Dec 22, 2025
In the industry
16 y
since Dec 1, 2009 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
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
- Gunn Financial Advisors, LLC state registered currentsince Dec 22, 2025 · Safety Harbor, Fl
- Darwin Wealth Management independent RIAMar 13, 2014 to May 1, 2020 · Tampa, Fl
- Trustmont Advisory Group, Inc. BD affiliatedOct 12, 2012 to Feb 27, 2014 · Laro, Fl
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFeb 6, 2012 to Aug 20, 2012 · Clearwater, Fl
Moves
a registration end followed by a registration begin elsewhere
- Darwin Wealth Management to Gunn Financial Advisors, LLCleft May 1, 2020, registered Dec 22, 2025 (2061 days) · RIA to a state-registered adviser
- Trustmont Advisory Group, Inc. to Darwin Wealth Managementleft Feb 27, 2014, registered Mar 13, 2014 (14 days) · Other
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Trustmont Advisory Group, Inc.left Aug 20, 2012, registered Oct 12, 2012 (53 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
- STATE REGISTEREDderived
- Years in industry
- 16derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address