DFX Intelligence
RIA Intelligence
Advisor moves
Departures from Paradiem, 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 |
|---|---|---|---|---|---|
| Kristina Brown Schuler | Paradiem, LLC independent RIA | Allied Oak Wealth, LLC state registered | RIA to a state-registered adviser | Dec 31, 2025 | Feb 24, 2026 (55 d) |
| Dakota P Taylor | Paradiem, LLC independent RIA | Cambridge Investment Research Advisors, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Jul 19, 2024 | Aug 5, 2024 |
| William Andrew Stoner | Paradiem, LLC independent RIA | Inspire Advisors, LLC independent RIA | RIA to RIA | Aug 8, 2022 | Aug 4, 2023 (361 d) |
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3 moves match.