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1140 Us 22 East Suite 105, Bridgewater, NJ 08807 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-12-03 |
Branch Locations
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 |
|---|---|---|---|---|
| Destra Capital Investments Llc | Lisle | IL | 04/2014 | 09/2016 |
| Delaware Investments | Philadelphia | PA | 10/2016 | 12/2024 |
| Macquarie Investment Management Business Trust | Philadelphia | PA | 04/2020 | 12/2024 |
| Lpl Financial Llc | Madison | NJ | 01/2025 | Present |
| Paradigm Investment Advisory, Llc | Madison | NJ | 11/2025 | Present |
1) 01/2025 -Paradigm Wealth Partners, LLC/ DBA for LPL Business (entity for LPL business) - at reported business location (s) - 140 Hrs per month - 80% Time Spent, 40% owner. 2) 01/2025 - PARADIGM WEALTH MANAGEMENT / DBA for LPL Business (entity for LPL business) - at reported business location (s) 3) 01/2025 - 1013 Capital LLC / Business Entity For Tax/Investment Purposes Only / Not Inv. Related / Warren, NJ 07059 / Start date 01/02/2025 - 2 Hrs per month - 1% Time Spent. 4) 01/28/2025 - Paradigm Investment Advisory, LLC - Investment Related - Registered Investment Advisor - At Reported Business Location(s) - Start Date: 01/02/2025 - 20 Hrs/Mth - 5 Hrs During Trading - 33% Owner. I provide administrative support to Paradigm Investment Advisory, LLC, an independent investment advisor firm. I started this business activity in 1/2025. I expect to spend approximately 20 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-01-16 |
| S66 | Uniform Combined State Law Examination | 2012-10-05 |
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