Best Investors
Account
Sign in
Best Investors
Account
Sign in
Paragon Capital Management LLC CRD 108168
$740M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
9200 Indian Creek Pkwy Suite 600, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-12-12 |
Branch Locations
9200 Indian Creek Pkwy Suite 600, Overland Park, KS 66210 • United States
Austin, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Austin | TX | 06/2006 | 11/2019 |
| Charles Schwab Bank | Austin | TX | 06/2006 | 11/2019 |
| Paragon Capital Management, Llc | Overland Park | KS | 12/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-12-06 |
| S63 | Uniform Securities Agent State Law Examination | 1993-03-26 |
Reach out to this advisor