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992 Old Eagle School Road Suite 913, Wayne, PA 19087 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APP_PEND_IARCE | 2026-01-01 |
| OK | RA | APP_PEND_IARCE | 2026-01-01 |
| PA | RA | APPROVED | 2023-08-14 |
| NC | RA | APPROVED | 2023-06-01 |
| AZ | RA | APPROVED | 2019-07-10 |
Branch Locations
992 Old Eagle School Road Suite 913, Wayne, PA 19087 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pardigm Money Management, Llc | Wayne | PA | 06/2019 | Present |
| Paradigm Insurance Services, Llc | Wayne | PA | 04/2019 | Present |
| Nexus Athletic Club | Glendale | AZ | 04/2015 | 04/2023 |
| Simplicity Financial | Phoenix | AZ | 04/2018 | 12/2018 |
1. Paradigm Insurance Services, LLC; Wayne, PA; Investment Related; Fixed Insurance Sales; Insurance Agent; Approx. 50% of time spent; started 4/2019.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-03-28 |
| S63 | Uniform Securities Agent State Law Examination | 2015-03-27 |
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