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 Wealth Advisory 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 |
|---|---|---|---|---|---|
| John Anthony Naphor | Paradigm Wealth Advisory LLC independent RIA | Paradigm Investment Advisory, LLC independent RIA | RIA to RIA | Feb 11, 2026 | Aug 1, 2025 |
| Kevin Dru Korondi | Paradigm Wealth Advisory LLC independent RIA | Paradigm Investment Advisory, LLC independent RIA | RIA to RIA | Feb 11, 2026 | Aug 1, 2025 |
| Joseph Kevin White | Paradigm Wealth Advisory LLC independent RIA | Paradigm Investment Advisory, LLC independent RIA | RIA to RIA | Feb 11, 2026 | Jan 30, 2026 |
| Justin Richard Steele | Paradigm Wealth Advisory LLC independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 16, 2025 | Dec 4, 2025 |
| John Michael Provinsal | Paradigm Wealth Advisory LLC independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 16, 2025 | Dec 3, 2025 |
| Susan M Davies | Paradigm Wealth Advisory LLC independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 16, 2025 | Dec 16, 2025 |
| Laurence Michael Braunstein | Paradigm Wealth Advisory LLC independent RIA | Oneamerica Securities, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | May 21, 2024 | Jan 7, 2026 (596 d) |
| David Chenet | Paradigm Wealth Advisory LLC independent RIA | Presidio Capital Management, LLC independent RIA | RIA to RIA | Dec 9, 2022 | Dec 8, 2022 |
| Jordan Stone Braunstein | Paradigm Wealth Advisory LLC independent RIA | Oneamerica Securities, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Jun 2, 2020 | Sep 14, 2023 (1199 d) |
| Warren Bernard Gallagher | Paradigm Wealth Advisory LLC independent RIA | Private Advisor Group, LLC other | Other | Dec 6, 2019 | Jan 29, 2018 |
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10 moves match.