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Current Employers
Paradigm Wealth Advisory Llc

1140 Highway 22 East Suite 105, Bridgewater, NJ 08807 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2020-11-06
  • PA RA
    APPROVED
    Since 2020-11-06

Branch Locations

1140 Highway 22 East Suite 105, Bridgewater, NJ 08807 • United States

391 W Dublin Pike, Dublin, PA 18917 • 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
S2K Financial Llc New York NY 09/2018 01/2020
Unemployed Doylestown PA 06/2011 09/2018
Lpl Financial, Llc Perkasie PA 01/2020 Present
Paradigm Wealth Advisory, Llc Perkasie PA 01/2020 Present
  • 09/2018 → 01/2020
    S2K Financial Llc
    New York, NY
  • 06/2011 → 09/2018
    Unemployed
    Doylestown, PA
  • 01/2020 → Present
    Lpl Financial, Llc
    Perkasie, PA
  • 01/2020 → Present
    Perkasie, PA
Other Businesses

1) 02/12/2025 - Paradigm Partners - Investment Related - DBA for LPL Business (entity for LPL business) -At Reported Business Location(s) - Start Date:01/02/2025 - 18 Hrs/Mth - 18 Hrs During Trading. 2) 03/16/2020 - Paradigm Wealth Advisory, LLC - Registered Investment Advisor Hybrid - Investment Related - PikePerkasie, PA - Start Date:01/20/2020 - 180 Hrs/Mth - 180 Hrs During Trading.I provide administrative support to Paradigm Wealth Advisory LLC, an independent investment advisor firm. I started this business activity in Jan 2020 I expect to spend approximately 180 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) 03/10/2020 - Paradigm Wealth Management, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date:01/01/2020 - 180 Hrs/Mth - 180 Hrs During Trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-06-03
S63 Uniform Securities Agent State Law Examination 2019-04-08
  • S66 Uniform Combined State Law Examination
    2020-06-03
  • S63 Uniform Securities Agent State Law Examination
    2019-04-08
Other Names
  • Michelle Therese Guerin

View on SEC IAPD

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