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.
Paul C Dziepak
- Title
- Financial Advisor and Creative Directorreportedcirruscapital.usfirm site, Sep 16, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Cirrus Capital LLC independent RIA currentsince May 5, 2025 · Bloomfield Hills, Mi
- Fundteq unclassifiedAug 27, 2015 to May 18, 2020 · Clarkston, Mi
- Td Ameritrade Investment Management, LLC formerJul 2, 2014 to May 7, 2015 · Birmingham, Mi
- Td Ameritrade, Inc. formerJul 2, 2014 to May 7, 2015 · Birmingham, Mi
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSep 7, 2012 to Jun 3, 2014 · West Bloomfield, Mi
- Fundteq to Cirrus Capital LLCleft May 18, 2020, registered May 5, 2025 (1813 days) · Other
- Td Ameritrade Investment Management, LLC to Fundteqleft May 7, 2015, registered Aug 27, 2015 (112 days) · Other
- Td Ameritrade, Inc. to Td Ameritrade Investment Management, LLCleft May 7, 2015, registered Jul 2, 2014 (-309 days) · channel change inside one enterprise, not a move
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Td Ameritrade, Inc.left Jun 3, 2014, registered Jul 2, 2014 (29 days) · Other
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.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 14derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address