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 Paulson Investment Company, 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.

AdvisorFromToTypeLeftRegistered
Marc David OrourkePaulson Investment Company, LLC otherPaulson Investment Advisors, LLC unclassifiedOtherMay 4, 2020Feb 19, 2020
Michael Patrick NixonPaulson Investment Company, LLC otherDrs Wealth Management state registeredOtherJan 15, 2020Apr 24, 2020 (100 d)
Todd Stephen BenschneiderPaulson Investment Company, LLC otherCalton & Associates, Inc. independent RIAOtherJan 3, 2020Jan 13, 2020
Jonathan Scott HenrichPaulson Investment Company, LLC otherMozella Asset Management state registeredOtherNov 6, 2019Jul 1, 2025 (2064 d)
Dane Leigh GrouellPaulson Investment Company, LLC otherPaulson Investment Advisors, LLC unclassifiedOtherNov 1, 2019Aug 6, 2019
Matthew David AlbersPaulson Investment Company, LLC otherDrs Wealth Management state registeredOtherOct 17, 2019Dec 20, 2019 (64 d)
Eric Todd HarrisPaulson Investment Company, LLC otherPruco Securities, LLC BD affiliatedOtherOct 30, 2018Oct 26, 2020 (727 d)
Sam PiehPaulson Investment Company, LLC otherJhs Capital Advisors, LLC otherOtherApr 11, 2012Apr 11, 2012
Voneen Camille BrightPaulson Investment Company, LLC otherJhs Capital Advisors, LLC otherOtherApr 11, 2012Apr 11, 2012
David Gregory StittPaulson Investment Company, LLC otherJhs Capital Advisors, LLC otherOtherApr 11, 2012Apr 11, 2012
Lee Scott SteortsPaulson Investment Company, LLC otherJhs Capital Advisors, LLC otherOtherApr 11, 2012Apr 11, 2012
Joseph OberschewenPaulson Investment Company, LLC otherJhs Capital Advisors, LLC otherOtherApr 11, 2012Apr 11, 2012
Edward James JefferyPaulson Investment Company, LLC otherJhs Capital Advisors, LLC otherOtherApr 11, 2012Apr 11, 2012
Alan Leonard TarkoPaulson Investment Company, LLC otherJhs Capital Advisors, LLC otherOtherApr 11, 2012Apr 11, 2012
James O SturdivantPaulson Investment Company, LLC otherJhs Capital Advisors, LLC otherOtherApr 11, 2012Apr 11, 2012
Joel Gary JanssenPaulson Investment Company, LLC otherJhs Capital Advisors, LLC otherOtherApr 11, 2012Apr 11, 2012
Eric William DavidsonPaulson Investment Company, LLC otherJhs Capital Advisors, LLC otherOtherApr 11, 2012Apr 11, 2012
John Floyd OlsonPaulson Investment Company, LLC otherVergepointe Wealth Management, LLC otherOtherApr 11, 2012Jul 27, 2011
Asa Lee SavagePaulson Investment Company, LLC otherJhs Capital Advisors, LLC otherOtherApr 11, 2012Apr 11, 2012
Nicholas Michael BalesPaulson Investment Company, LLC otherJhs Capital Advisors, LLC otherOtherApr 11, 2012Apr 11, 2012
Kevin Clinton HollandPaulson Investment Company, LLC otherJhs Capital Advisors, LLC otherOtherApr 11, 2012Apr 11, 2012
Adam M LevyPaulson Investment Company, LLC otherJhs Capital Advisors, LLC otherOtherApr 11, 2012Apr 11, 2012
Bradley James DijulioPaulson Investment Company, LLC otherJhs Capital Advisors, LLC otherOtherApr 11, 2012Apr 11, 2012
Thomas Charles MatyolaPaulson Investment Company, LLC otherJhs Capital Advisors, LLC otherOtherApr 11, 2012Apr 11, 2012
Matthew Roger MillerPaulson Investment Company, LLC otherJhs Capital Advisors, LLC otherOtherApr 11, 2012Apr 11, 2012
Steven Wesley KapsimalisPaulson Investment Company, LLC otherFirst Western Advisors otherOtherApr 2, 2012Mar 29, 2012
Erik Fw LawrencePaulson Investment Company, LLC otherKms Financial Services, Inc otherOtherMar 16, 2012Mar 20, 2012
Scott Wayne HamerslyPaulson Investment Company, LLC otherSii Investments, Inc. otherOtherMar 15, 2012Mar 15, 2012
Brian David RockowitzPaulson Investment Company, LLC otherAegis Capital Corp. otherOtherFeb 29, 2012Feb 29, 2012
Joseph Arthur LloydPaulson Investment Company, LLC otherB. Riley Wealth Advisors, Inc. otherOtherFeb 29, 2012Mar 23, 2012
George Dewey EggersPaulson Investment Company, LLC otherWalnut Street Securities, Inc. otherOtherOct 10, 2011Jan 15, 2013 (463 d)
Emiliano AlonsoPaulson Investment Company, LLC otherScheller Financial Services otherOtherMay 31, 2011Jul 18, 2011 (48 d)
Joel Craig FishmanPaulson Investment Company, LLC otherIntegrative Capital, LLC unclassifiedOtherMar 21, 2011Apr 15, 2011
Sheila Blanche Lee PowellPaulson Investment Company, LLC otherU.S. Bancorp Investments, Inc. otherOtherOct 27, 2010Oct 25, 2010
Nile Joseph SteigerwaldPaulson Investment Company, LLC otherWoodstock Financial Group, Inc. otherOtherMay 15, 2009Apr 16, 2009
Harry Lynn StriplinPaulson Investment Company, LLC otherSteward Partners Investment Solutions, LLC otherOtherDec 8, 2008Dec 8, 2008
Kurt A. RoddyPaulson Investment Company, LLC otherUSA Financial Securities LLC otherOtherJan 4, 2008Jan 16, 2008
Jeremy WilmesPaulson Investment Company, LLC otherEagle Strategies LLC otherOtherNov 1, 2007Nov 10, 2008 (375 d)
Mark Aaron MillerPaulson Investment Company, LLC otherMissionsquare Retirement asset managerOtherDec 31, 2006Nov 21, 2018 (4343 d)
Douglas James StefaniniPaulson Investment Company, LLC otherSecurities America Advisors, Inc. otherOtherDec 31, 2004Jan 6, 2005
Jeff Roderick MitchellPaulson Investment Company, LLC otherTraderight Securities, Inc. unclassifiedOtherNov 1, 2004Oct 31, 2006 (729 d)
Jeremy WilmesPaulson Investment Company, LLC otherOn Investment Management Co otherOtherJan 5, 2004Mar 31, 2006 (816 d)
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42 moves match.