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
Paolo Jarin Coronel
Certified Financial Planner
Feed of 09/14/2026
Also filed as Paolo Jarin Coronel
At current firm
0 y
since May 14, 2026
In the industry
12 y
since Sep 1, 2014 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- LPL Financial LLC BD affiliated currentsince May 14, 2026 · Danville, Ca
- Strategic Advisers LLC national BDMar 31, 2025 to Apr 17, 2026 · Dublin, Ca
- Fidelity Personal And Workplace Advisors formerAug 9, 2023 to Mar 31, 2025 · Dublin, Ca
- Insight Wealth Strategies, LLC independent RIAOct 14, 2019 to Jun 14, 2023 · San Ramon, Ca
- Ameriprise Financial Services, LLC national BDJan 22, 2019 to Jun 26, 2019 · Pleasant Hill, Ca
Moves
a registration end followed by a registration begin elsewhere
- Strategic Advisers LLC to LPL Financial LLCleft Apr 17, 2026, registered May 14, 2026 (27 days) · Affiliated broker-dealer or bank to another · moved with a team
- Fidelity Personal And Workplace Advisors to Strategic Advisers LLCleft Mar 31, 2025, registered Mar 31, 2025 (0 days) · corporate re-registration, not a move
- Insight Wealth Strategies, LLC to Fidelity Personal And Workplace Advisorsleft Jun 14, 2023, registered Aug 9, 2023 (56 days) · RIA to affiliated broker-dealer or bank
- Ameriprise Financial Services, LLC to Insight Wealth Strategies, LLCleft Jun 26, 2019, registered Oct 14, 2019 (110 days) · Affiliated broker-dealer or bank to independent RIA
Signals
- Paolo Jarin Coronel left Strategic Advisers Llc for Lpl Financial Llc (registered 2026-05-14)Apr 17, 2026 · Advisor changed firm · fact
- Paolo Jarin Coronel left Insight Wealth Strategies, Llc for Fidelity Personal And Workplace Advisors (registered 2023-08-09)Jun 14, 2023 · 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 12derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address