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 Retirement Planning, Inc.
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 |
|---|---|---|---|---|---|
| Logan Frederick Bauer | Foguth Wealth Management, LLC. independent RIA | Paragon Retirement Planning, Inc. state registered | RIA to a state-registered adviser | Jul 11, 2025 | Aug 22, 2025 (42 d) |
| Peter Paul Labrash | MML Investors Services, LLC BD affiliated | Paragon Retirement Planning, Inc. state registered | Affiliated broker-dealer or bank to a state-registered adviser | Feb 28, 2024 | Jul 19, 2024 (142 d) |
| Daniel Michael Stavale | Simplyria Advisor Network other | Paragon Retirement Planning, Inc. state registered | Other | Oct 14, 2016 | Jan 1, 2026 (3366 d) |
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3 moves match.