Russell Garrison Kroeger

Current Employers

Upstart Wealth Management, Llc

New York, NY • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2023-11-21
TX	RA	APPROVED	2021-06-04
NC	RA	APPROVED	2021-01-29
CA	RA	APPROVED	2018-09-14

MA RA
APPROVED

Since 2023-11-21
TX RA
APPROVED

Since 2021-06-04
NC RA
APPROVED

Since 2021-01-29
CA RA
APPROVED

Since 2018-09-14

Branch Locations

New York, NY • United States

Durham, NC • 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

Organization	City	State	From	To
Yeske Buie Inc.	Vienna	CA	01/2015	03/2017
Paradigm Wealth Architects, Llc	San Francisco	CA	02/2017	03/2021
Michael Powsner Cpa	San Francisco	CA	03/2017	04/2017
Upstart Wealth Management, Llc	Durham	NC	09/2018	Present
Paradigm Wealth, Inc. (Trayecto)	Durham	NC	10/2020	Present

01/2015 → 03/2017

Yeske Buie Inc.

Vienna, CA
02/2017 → 03/2021

Paradigm Wealth Architects, Llc

San Francisco, CA
03/2017 → 04/2017

Michael Powsner Cpa

San Francisco, CA
09/2018 → Present

Upstart Wealth Management, Llc

Durham, NC
10/2020 → Present

Paradigm Wealth, Inc. (Trayecto)

Durham, NC

Previous Registrations

2017-04-24 → 2018-12-31

Paradigm Wealth

San Francisco, CA
2015-05-15 → 2017-03-13

Yeske Buie Inc.

Vienna, VA

Other Businesses

1. Paradigm Wealth, Inc. (Trayecto) 2. Not investment related 3. 201 W Main Street, Suite 100, Durham, NC 27701 4. Financial Planning software and personal finance education 5. Founder/CEO 6. Start date 10/15/2020 7. 160 hours per month 8. 20 hours per week during trading hours 9. Design and build technology products for financial advisors and consumers