Jeffrey Charles Paladini

Current Employers

Employment History

• 12/2011 → 03/2019
  Karsten Advisors
  Fort Worth, TX
• 06/2005 → 03/2019
  Karsten Financial, Lp
  Forth Worth, TX
• 05/2012 → 03/2019
  Triad Advisors Inc
  Norcross, GA
• 09/2017 → 12/2022
  Bd4Ria, Inc.
  Fort Worth, TX
• 04/2019 → Present
  Cerity Partners Llc
  Fort Worth, TX
• 12/2022 → 06/2024
  Arkadios Capital
  Atlanta, GA

Previous Registrations

• 2012-01-05 → 2019-04-02
  Karsten Advisors
  Fort Worth, TX
  Fort Worth, TX
• 2010-05-19 → 2012-05-25
  Commerce Wealth Advisers, Llc
  Forth Worth, TX
• 2006-01-07 → 2010-05-14
  Avantax Advisory Services
  Burleson, TX

Other Businesses

1) Ginty, LLC.; non-investment related; 1 Park Row Ct, Pantego, TX; buy and manage rental properties; president; 11/2012; 5 hours per month during non-trading hours; 2) 3526 West Vickery Partners, LLC, investment related, created for the purchase of 3526 West Vickery property, 1 hour per month during non-trading, managing member, operations, diligence, accounting, and tax form preparation. 3) Stabilis Management LLC; investment related; 3526 West Vickery Blvd, Fort Worth, TX 76107; invest in real estate; member; 1/12/2017; 5 hours monthly; 2 hours during trading; 4) Stabilis Real Estate Fund 2018-A, raising funds for real estate investment in property, investment related, 5 hours weekly, 1 hour during securities trading, managing member. 5) BD4RIA Insurance Agency, LLC, not investment-related, 3625 West Vickery Blvd, Fort Worth, TX, 76017, member, started: 04/2018, 2 hours/month, 1 hour during trading hours, selling and monitoring insurance products. 6) Cerity Partners, LLC., investment related, Address: 3625 West Vickery Blvd, Fort Worth, TX, 76107, Title: Investment Advisor, Investment Advisor Representative, Started: 04/2019. 7) Paladini Financial. Entity that commission go into after paid to myself as an individual. Tax prep fee also. Started 2009

Exams

• S66 Uniform Combined State Law Examination
  2001-07-09

Designations

Other Names

• Jeff Paladini