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.
Advisor moves
Departures from Paragon Advisors LLC
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Bryan Donald Holstrom | Paragon Advisors LLC other | Covenant Financial, LLC unclassified | Other | Jan 6, 2014 | Nov 7, 2013 |
| Richard Earle Sackett | Paragon Advisors LLC other | Ssn Advisory, Inc. other | Other | Jan 6, 2014 | Dec 9, 2013 |
| H. Raymond Sherry | Paragon Advisors LLC other | The Sherry Group, Inc. other | Other | Apr 18, 2008 | May 6, 2008 |
| Thomas Ronald Czanstkowski | Paragon Advisors LLC other | The Sherry Group, Inc. other | Other | Apr 18, 2008 | May 6, 2008 |
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4 moves match.