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William John Manby

Paradigm Investment Advisory LLC

Akron, OH

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Current Employers
Paradigm Investment Advisory Llc

1611 Suite A Akron - Peninsula Rd, Akron, OH 44313 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2017-11-16
  • OH RA
    APPROVED
    Since 2017-11-16

Branch Locations

1611 Suite A Akron - Peninsula Rd, Akron, OH 44313 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Manby Financial Strategies, Inc Akron OH 05/1978 Present
Onpointe Advisory And Financial Services, Llc Petaluma CA 02/2014 01/2018
Simplicity Wealth Llc Holland MI 04/2019 Present
Paradigm Holdings Llc Akron OH 01/2018 Present
  • 05/1978 → Present
    Manby Financial Strategies, Inc
    Akron, OH
  • 02/2014 → 01/2018
    Onpointe Advisory And Financial Services, Llc
    Petaluma, CA
  • 04/2019 → Present
    Simplicity Wealth Llc
    Holland, MI
  • 01/2018 → Present
    Paradigm Holdings Llc
    Akron, OH
Previous Registrations
  • 2019-04-26 → 2019-05-02
    Simplicity Wealth
    Akron, OH
    Summit, NJ
  • 2014-04-02 → 2017-12-15
    Onpointe Advisory And Financial Services, Llc
    Akron, OH
    Petaluma, CA
  • 2013-03-15 → 2014-03-03
    Smc Advisory Network, Llc
    Akron, OH
    Boardman, OH
  • 2007-07-19 → 2010-12-31
    Cetera Advisors Llc
    Boardman, OH
    Greenwood Village, CO
    Akron, OH
  • 2006-06-09 → 2007-07-18
    Legacy Advisory Services, Inc.
    Akron, OH
  • 1999-11-17 → 2006-06-01
    Manby Financial Strategies, Inc.
    Akron, OH
Other Businesses

1.FIXED INSURANCE AGENT.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1984-04-13
  • S63 Uniform Securities Agent State Law Examination
    1984-04-13
Designations
Other Names
  • Bill Manby
  • William John Manby
  • William John Manby

View on SEC IAPD

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Other Investors

KEVIN JAMES BAUER
WILLIAM THOMAS MAWBY
MATTHEW BURKE PRICE
MICHAEL LEE LALLATHIN
VICTORIA LOUISE ELLINGER
RONALD GREGORY FLOWERS
SEAN MICHAEL HOUSTON
JOSEPH PAUL D'ANNIBALLE

Other Offices

CETERA INVESTMENT ADVISERS LLC · AKRON, OH
ON INVESTMENT MANAGEMENT CO · AKRON, OH
CONCURRENT INVESTMENT ADVISORS, LLC · Akron, OH
AMERIPRISE FINANCIAL SERVICES, LLC · Fairlawn, OH
CETERA INVESTMENT ADVISERS LLC · FAIRLAWN, OH
VALMARK ADVISERS, INC. · Akron, OH
VALMARK ADVISERS, INC. · Fairlawn, OH
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