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Inactive

Kristin Sweis

Paradigm Money Management, LLC

Burr Ridge, IL

Wayne, PA

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Current Employers
Paradigm Money Management, Llc

992 Old Eagle School Road Suite 913, Wayne, PA 19087 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2020-05-19
  • IL RA
    APPROVED
    Since 2020-05-19

Branch Locations

Burr Ridge, IL • United States

992 Old Eagle School Road Suite 913, Wayne, PA 19087 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Tdameritrade, Inc Northbrook IL 10/2011 01/2019
Spotlight Asset Group, Inc. Oakbrook Terrace IL 01/2019 12/2019
Paradigm Money Management, Llc Phoenix AZ 03/2020 Present
Unemployed Burr Ridge IL 12/2019 02/2020
  • 10/2011 → 01/2019
    Tdameritrade, Inc
    Northbrook, IL
  • 01/2019 → 12/2019
    Spotlight Asset Group, Inc.
    Oakbrook Terrace, IL
  • 03/2020 → Present
    Paradigm Money Management, Llc
    Phoenix, AZ
  • 12/2019 → 02/2020
    Unemployed
    Burr Ridge, IL
Previous Registrations
  • 2019-02-26 → 2019-12-18
    Spotlight Asset Group
    Oakbrook Terrace, IL
  • 2011-10-31 → 2019-01-17
    Td Ameritrade, Inc.
    Northbrook, IL
  • 2011-10-31 → 2019-01-17
    Td Ameritrade Investment Management, Llc
    Northbrook, IL
    Northbrook, IL
  • 2007-12-20 → 2011-02-25
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    New York, NY
    Pennington, NJ
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-12-18
  • S66 Uniform Combined State Law Examination
    2007-12-18
Other Names
  • Kristin Kari

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