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1140 Us 22 East Suite 105, Bridgewater, NJ 08807 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2025-01-20 |
| TX | RA | APPROVED | 2025-01-20 |
| NJ | RA | APPROVED | 2025-01-17 |
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 |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Florham Park | NJ | 07/2012 | 01/2025 |
| Lpl Financial Llc | Madison | NJ | 01/2025 | Present |
| Paradigm Investment Advisory Llc | Bridgewater | NJ | 01/2025 | Present |
1) 10/2024 - Bruen Wealth Management / DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) Start date 01/01/2025 -160 Hrs per month - 100% Time Spent 2) 10/2024 - Bruen Wealth / DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) Start date 01/01/2025 -160 Hrs per month - 100% Time Spent 3) 10/2024 - Paradigm Wealth Management / DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) Start date 01/01/2025 -160 Hrs per month - 100% Time Spent 4) 01/21/2025 - Paradigm Investment Advisory LLC - Investment Related - Registered Investment Advisor Hybrid - At Reported Business Location(s) - Start Date:01/16/2025 - 160 Hrs/Mth - 8 Hrs During Trading. I provide investment advisory services through Paradigm Investment Advisory, LLC, LLC, an independent investment advisor firm. I started this business activity in 1/2025. 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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-01-23 |
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