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 Financial Partners
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 |
|---|---|---|---|---|---|
| Justin L Ross | Morgan Stanley wirehouse | Paragon Financial Partners other | Other | Oct 2, 2017 | Oct 2, 2017 |
| Elean Manuel Mendoza | Kayne Anderson Rudnick Investment Management, LLC other | Paragon Financial Partners other | Other | Jun 3, 2014 | Jan 27, 2015 (238 d) |
| Evan Floyd Shorten | Cambridge Investment Research Advisors, Inc. other | Paragon Financial Partners other | Other | Jul 22, 2011 | Jun 24, 2011 |
| Jason Robert Guehl | Strategic Advisers LLC national BD | Paragon Financial Partners other | Other | Dec 1, 2010 | Dec 1, 2011 (365 d) |
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4 moves match.