William Bruen Jr.

Current Employers

Employment History

• 07/2012 → 01/2025
  Ubs Financial Services Inc
  Florham Park, NJ
• 01/2025 → Present
  Lpl Financial Llc
  Madison, NJ
• 01/2025 → Present
  Paradigm Investment Advisory, Llc
  Bridgewater, NJ

Previous Registrations

• 2012-07-06 → 2025-01-27
  Ubs Financial Services Inc.
  Florham Park, NJ
• 2009-06-01 → 2012-07-26
  Morgan Stanley
  Morristown, NJ
• 2002-08-20 → 2009-06-01
  Citigroup Global Markets Inc.
  Florham Park, NJ
  Florham Park, NJ

Other Businesses

1)10/21/2024 - Bruen Wealth - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2)10/21/2024 - Bruen Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 3)10/21/2024 - Paradigm Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 4)10/21/2024 - Notary - State of NJ - Inv Rel - Start: 01/1985 - .1 Hr/Mth 5) 01/21/2025- Paradigm Advisor Group, LLC- Registered Investment Advisor Hybrid- I provide investment advisory services through Paradigm Advisor Group, LLC, LLC, an independent investment advisor firm. I started this business activity in 1/2025. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.- INV Related- At Reported Business Location(s)- Start date 01/16/2025- 160 hours Per Month-8 Hours During Trading 5) 01/21/2025- Paradigm Advisor Group, LLC- Registered Investment Advisor DBA- I provide investment advisory services through Paradigm Advisor Group, LLC, LLC, an independent investment advisor firm. I started this business activity in 1/2025. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.- INV Related- At Reported Business Location(s)- Start date 01/16/2025- 160 Hours Per Month- 8 Hours During Trading

Exams

• S63 Uniform Securities Agent State Law Examination
  1979-11-20

Other Names

• William Derry Bruen
• William Derry Bruen Jr
• William Derry Bruen
• William D. Bruen Jr.