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 Financial Advisors
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 |
|---|---|---|---|---|---|
| Sergio Rene Teague | Paragon Financial Advisors independent RIA | Maslow Wealth Advisors independent RIA | RIA to RIA | Mar 19, 2026 | May 12, 2026 (54 d) |
| John Taylor Shaw | Paragon Financial Advisors independent RIA | Evidence Wealth, LLC state registered | RIA to a state-registered adviser | Feb 4, 2026 | Mar 2, 2026 |
| Sarah Darlene Buenger | Paragon Financial Advisors other | Fruition Financial Planning unclassified | Other | Aug 3, 2015 | Aug 23, 2016 (386 d) |
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3 moves match.