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
Paul C. Deibele
Feed of 09/14/2026
Also filed as Paul Deibele
At current firm
1 y
since Mar 31, 2025
In the industry
11 y
since Jan 1, 2015 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Strategic Advisers LLC national BD currentsince Mar 31, 2025 · Kiel, Wi
- Fidelity Personal And Workplace Advisors formerAug 7, 2024 to Mar 31, 2025 · Kiel, Wi
- Associated Investment Services, Inc. independent RIASep 15, 2022 to Jun 10, 2024 · Green Bay, Wi
- Eagle Strategies LLC BD affiliatedAug 20, 2021 to Mar 29, 2022 · New Holstein, Wi
Moves
a registration end followed by a registration begin elsewhere
- Fidelity Personal And Workplace Advisors to Strategic Advisers LLCleft Mar 31, 2025, registered Mar 31, 2025 (0 days) · corporate re-registration, not a move
- Associated Investment Services, Inc. to Fidelity Personal And Workplace Advisorsleft Jun 10, 2024, registered Aug 7, 2024 (58 days) · RIA to affiliated broker-dealer or bank
- Eagle Strategies LLC to Associated Investment Services, Inc.left Mar 29, 2022, registered Sep 15, 2022 (170 days) · Affiliated broker-dealer or bank to independent RIA
Signals
- Paul C. Deibele left Associated Investment Services, Inc. for Fidelity Personal And Workplace Advisors (registered 2024-08-07)Jun 10, 2024 · Advisor changed firm · fact
- Paul C. Deibele left Eagle Strategies Llc for Associated Investment Services, Inc. (registered 2022-09-15)Mar 29, 2022 · 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
- National broker-dealer RIAderived
- Years in industry
- 11derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address