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1140 Us 22 East Suite 105, Bridgewater, NJ 08807 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-08-01 |
Branch Locations
1 Mill Ridge Lane Suite 100B, Chester, NJ 07930 • United States
1140 Us 22 East Suite 105, Bridgewater, NJ 08807 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invest Financial Corp | Westwood | NJ | 03/2008 | 02/2018 |
| Lpl Financial Llc | Fort Mill | SC | 02/2018 | Present |
| Fortis Group Advisors, Llc | Chester | NJ | 02/2018 | 04/2024 |
| Paradigm Wealth Advisory | Chester | NJ | 04/2024 | 07/2025 |
| Paradigm Investment Advisory, Llc | Chester | NJ | 07/2025 | Present |
1. 10/12/2017 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent. 2. 09/18/2025- Paradigm Investment Advisory, LLC - Registered Investment Advisor Hybrid- INV Related- At Reported Business Location(s)- Start date 09/10/2025- 200 Hours Per Month- 7 Hours During Trading-I provide investment advisory services through Paradigm Investment Advisory, LLC, an independent investment advisor firm. I started this business activity in 9/2025. I expect to spend approximately 200 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3. 09/15/2025- Paradigm Partners- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 09/10/2025- 10 Hours Per Month- 1 Hour During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-05 |
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