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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2023-07-12 |
| FL | RA | APPROVED | 2021-08-20 |
| TX | RA | APPROVED | 2020-11-25 |
Branch Locations
9200 Indian Creek Pkwy Suite 600, Overland Park, KS 66210 • United States
Concord, CA • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Houston | TX | 02/1994 | 04/2019 |
| Charles Schwab Bank | Houston | TX | 08/2005 | 04/2019 |
| Paragon Capital Management, Llc | Overland Park | KS | 11/2020 | Present |
| Retired | Houston | TX | 04/2019 | 11/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-11-08 |
| S63 | Uniform Securities Agent State Law Examination | 1992-01-10 |
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