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 Paradigm Investment 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 |
|---|---|---|---|---|---|
| Scott William Mccaffery | Commonwealth Financial Network national BD | Paradigm Investment Advisory, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 17, 2026 | Feb 18, 2026 |
| 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 |
| Konstantin Richard Danias | Prospera Financial Services, Inc. BD affiliated | Paradigm Investment Advisory, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 4, 2025 | Nov 7, 2025 |
| Andrew Wright Bruen | UBS Financial Services Inc. wirehouse | Paradigm Investment Advisory, LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Jan 27, 2025 | Jan 17, 2025 |
| William Bruen Jr. | UBS Financial Services Inc. wirehouse | Paradigm Investment Advisory, LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Jan 27, 2025 | Jan 17, 2025 |
| Andrew Koltunowicz | Nomura Investment Management Business Trust asset manager | Paradigm Investment Advisory, LLC independent RIA | Other | Jan 2, 2025 | Dec 3, 2025 (335 d) |
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8 moves match.