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
Donald Michael Paracca
Feed of 09/14/2026
Also filed as Donald Paracca
At current firm
0 y
since Dec 5, 2025
In the industry
13 y
since Oct 1, 2012 (earliest exam, job or registration)
Prior registered firms
2
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
- Paracca Financial Group state registered currentsince Dec 5, 2025 · Osprey, Fl
- Compass Financial Management LLC independent RIAMay 8, 2024 to Apr 1, 2026 · Sarasota, Fl
- Edward Jones national BDJan 3, 2024 to May 13, 2024 · Port Charlotte, Fl
Moves
a registration end followed by a registration begin elsewhere
- Compass Financial Management LLC to Paracca Financial Groupleft Apr 1, 2026, registered Dec 5, 2025 (-117 days) · RIA to a state-registered adviser
- Edward Jones to Compass Financial Management LLCleft May 13, 2024, registered May 8, 2024 (-5 days) · Affiliated broker-dealer or bank to independent RIA
Signals
- Donald Michael Paracca left Compass Financial Management Llc for Paracca Financial Group (registered 2025-12-05)Apr 1, 2026 · Advisor changed firm · fact
- Donald Michael Paracca left Edward Jones for Compass Financial Management Llc (registered 2024-05-08)May 13, 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
- STATE REGISTEREDderived
- Years in industry
- 13derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address