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 Paradigm Financial 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.

AdvisorFromToTypeLeftRegistered
Zachary Wayne BradfordParadigm Financial Advisors LLC independent RIACreative Planning independent RIARIA to RIAMar 28, 2022Jan 7, 2022
Melissa Marie YostParadigm Financial Advisors LLC independent RIACreative Planning independent RIARIA to RIAMar 28, 2022Jan 5, 2022
Ryan E PowersParadigm Financial Advisors LLC independent RIAKrilogy independent RIARIA to RIAJan 4, 2021Dec 6, 2020
Bradley A CombsParadigm Financial Advisors LLC independent RIAAcropolis Investment Management independent RIARIA to RIAAug 21, 2019Jul 29, 2019
Matthew Robert SchallerParadigm Financial Advisors LLC independent RIAMoneta Group Investment Advisors, LLC independent RIARIA to RIAJun 26, 2019Jun 26, 2019
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5 moves match.