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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2023-09-11 |
| KS | RA | APPROVED | 2020-10-21 |
Branch Locations
9200 Indian Creek Pkwy Suite 600, Overland Park, KS 66210 • United States
Babcock Ranch, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Frontier Wealth Management Llc | Kansas City | MO | 08/2014 | 10/2020 |
| Paragon Capital Management | Overland Park | KS | 10/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-07-09 |
| S66 | Uniform Combined State Law Examination | 2008-06-10 |
| S63 | Uniform Securities Agent State Law Examination | 1997-07-19 |
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