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Carissa Faith Steffler

Paragon Financial Advisors

College Station, TX

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Current Employers
Paragon Financial Advisors

215 Rock Prairie Rd., College Station, TX 77845 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-08-31
  • TX RA
    APPROVED
    Since 2026-08-31

Branch Locations

215 Rock Prairie Rd., College Station, TX 77845 • 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
OrganizationCityStateFromTo
Paragon Financial Advisors College Station TX 03/2026 08/2026
Paragon Financial Advisors College Station TX 08/2026 Present
Warwick Partners College Station TX 09/2025 03/2026
Ernst & Young Houston TX 06/2025 08/2025
Bterrel Group Plano TX 06/2024 08/2024
Community Bbq & Grill Rockwall TX 05/2023 08/2023
Texas A&M University College Station TX 08/2022 05/2026
Rockwall High School Rockwall TX 08/2018 06/2022
Williams Middle School Rockwall TX 08/2016 06/2018
  • 03/2026 → 08/2026
    Paragon Financial Advisors
    College Station, TX
  • 08/2026 → Present
    Paragon Financial Advisors
    College Station, TX
  • 09/2025 → 03/2026
    Warwick Partners
    College Station, TX
  • 06/2025 → 08/2025
    Ernst & Young
    Houston, TX
  • 06/2024 → 08/2024
    Bterrel Group
    Plano, TX
  • 05/2023 → 08/2023
    Community Bbq & Grill
    Rockwall, TX
  • 08/2022 → 05/2026
    Texas A&M University
    College Station, TX
  • 08/2018 → 06/2022
    Rockwall High School
    Rockwall, TX
  • 08/2016 → 06/2018
    Williams Middle School
    Rockwall, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-08-31
  • S65 Uniform Investment Adviser Law Examination
    2026-08-31
Other Names
  • Carissa Faith Heimer

View on SEC IAPD

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CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL ENTERPRISE, LLC
LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC

Other Investors

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AMY JO SCHIELACK
DAVID JOHN RHODES
WADE BARKLEY MYATT
Tray Parks
ASHLEY D BRUNSON
CHARLEE SIMMONS MILLER
Ryan Johnson

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · COLLEGE STATION, TX
TRADITIONS WEALTH ADVISORS, LLC. · COLLEGE STATION, TX
EDWARD JONES · COLLEGE STATION, TX
FIRST COMMAND ADVISORY SERVICES · College Station, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · College Station, TX
LPL ENTERPRISE, LLC · COLLEGE STATION, TX
LPL FINANCIAL LLC · COLLEGE STATION, TX
WELLS FARGO CLEARING SERVICES, LLC · COLLEGE STATION, TX

More in College Station, TX

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