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
Arrivals at Paragon Wealth Strategies, 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 |
|---|---|---|---|---|---|
| Scott Wesley Snider | Mellen Money Management LLC unclassified | Paragon Wealth Strategies, LLC. independent RIA | Other | Mar 14, 2021 | Oct 16, 2020 |
| Ian Marcello Aguilar | Mellen Money Management LLC unclassified | Paragon Wealth Strategies, LLC. independent RIA | Other | Mar 14, 2021 | Oct 16, 2020 |
| Dalton Neal Boatright | Cambridge Investment Research Advisors, Inc. BD affiliated | Paragon Wealth Strategies, LLC. independent RIA | Affiliated broker-dealer or bank to independent RIA | May 6, 2019 | May 2, 2019 |
| Jennifer Galindo King | Bb&T Securities, LLC other | Paragon Wealth Strategies, LLC. independent RIA | Other | Mar 1, 2018 | Mar 21, 2018 |
| Michelle Lynne Ash | Householder Group, Estate & Retirement Specialists unclassified | Paragon Wealth Strategies, LLC. other | Other | Jul 7, 2008 | Jul 1, 2008 |
| Michael William Carignan | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Paragon Wealth Strategies, LLC. other | Other | Jun 30, 2008 | Aug 7, 2008 (38 d) |
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6 moves match.