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, Strategies In Wealth 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Samuel Alexander Johnson | Paradigm, Strategies In Wealth Management, LLC independent RIA | Boyum Wealth Architects LLC independent RIA | RIA to RIA | Jun 7, 2023 | Jun 16, 2023 |
| Anita Kalafut | Paradigm, Strategies In Wealth Management, LLC independent RIA | Summit Wealth Advocates, LLC independent RIA | RIA to RIA | Oct 7, 2019 | Nov 19, 2019 (43 d) |
| Eric Gary Burstock | Paradigm, Strategies In Wealth Management, LLC other | Preservation Of Wealth, Inc. unclassified | Other | May 6, 2009 | May 21, 2009 |
Page 1 of 1
3 moves match.