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 Capital Management 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
Jamie Christopher CinottoParagon Capital Management LLC independent RIATriad Wealth Partners, LLC independent RIARIA to RIAMar 13, 2026Aug 11, 2026 (151 d)
Elizabeth Jane McleodParagon Capital Management LLC independent RIACreative Planning independent RIARIA to RIAAug 17, 2018Aug 17, 2018
Tammy Lee Ann BreitenbachParagon Capital Management LLC independent RIACwm, LLC BD affiliatedRIA to affiliated broker-dealer or bankMay 29, 2018Jan 8, 2020 (589 d)
Ethel Jean DavisParagon Capital Management LLC otherVzd Capital Management LLC state registeredOtherAug 27, 2012Jul 1, 2013 (308 d)
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4 moves match.