Joseph Kevin White

Current Employers

Employment History

• 02/2012 → 03/2023
  Morgan Stanley
  Shrewsbury, NJ
• 11/2001 → 02/2023
  School
  Keansburg, NJ
• 03/2018 → 02/2023
  Morgan Stanley Private Bank, N.A.
  New York, NY
• 02/2023 → Present
  Lpl Financial Llc
  Bridgewater, NJ
• 03/2023 → 01/2026
  Paradigm Advisor Group, Llc
  Bridgewater, NJ
• 01/2026 → Present
  Paradigm Investment Advisory, Llc
  Bridgewater, NJ

Previous Registrations

• 2023-04-04 → 2026-02-11
  Paradigm Wealth Advisory Llc
  Bridgewater, NJ
• 2013-08-02 → 2023-03-02
  Morgan Stanley
  Shrewsbury, NJ

Other Businesses

1) 02/10/2023 - Paradigm Wealth Management LLC - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s). 2) 09/19/2023 - Paradigm Wealth Advisory LLC - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 02/06/2023 - 160 Hours per Month/ 6 Hours During Trading - I provide investment advisory services through Paradigm Wealth Advisory LLC, an independent investment advisor firm. I started this business activity in 9/2023. I expect to spend approximately 160 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) 02/06/2025 - Paradigm Advisor Group LLC - Investment Related - Registered Investment Advisor Hybrid - At Reported Business Location(s) - Start Date:01/02/2025 -80 Hrs/Mth - 80 Hrs During Trading.I have ownership stake and provide support to [Paradigm Advisor Group LLC], an independent investment advisor firm. I started this business activity in [01/2025]. I expect to spend approximately 80 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. 4) 02/03/2025 - Paradigm Partners LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At reported business location(s). - Start Date:01/02/2025 - 80 Hrs/Mth - 80 Hrs During Trading. 5) 11/17/2025 - 1104 Capital LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - Home Based - Start Date 09/09/2025 - 4 hours per month/ 0 hours during trading 6) 02/03/2026 - Paradigm Investment Advisory LLC - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 01/02/2025 - 80 hours per month/ during trading - I provide investment advisory services through Paradigm Investment Advisory, LLC, an independent investment advisor firm. I started this business activity in 2/2026. I expect to spend approximately 80 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.

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-07-24
• S63 Uniform Securities Agent State Law Examination
  2012-07-28

Designations

Other Names

• Joseph K White