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 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 |
|---|---|---|---|---|---|
| Jesse Christian Vega | Paradigm Advisors, LLC other | Schwab Wealth Advisory, Inc. no RAUM | Other | Dec 16, 2024 | Jun 4, 2026 (535 d) |
| Spenser Lee Liszt | Paradigm Advisors, LLC other | Motif Planning state registered | Other | Sep 1, 2023 | Aug 31, 2023 |
| James Christopher Floyd | Paradigm Advisors, LLC other | Newedge Advisors BD affiliated | Other | Jan 9, 2019 | Feb 2, 2026 (2581 d) |
| Michelle U Gass | Paradigm Advisors, LLC other | Perennial Advisors, LLC unclassified | Other | Feb 18, 2016 | Jun 25, 2002 |
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4 moves match.