Gregory Steven Johnson

Employer firm

Paradigm Wealth Management, LLC CRD 148662

$563M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2001 → Present
  Coldwater Financial, Llc
  Clarendon Hills, IL
• 02/2015 → 09/2023
  Sentinus, Llc
  Joliet, IL
• 09/2017 → 08/2023
  Halo Securities, Llc
  Oak Brook, IL
• 09/2023 → Present
  Paradigm Wealth Management, Llc
  Westlake, OH

Previous Registrations

• 2015-03-19 → 2023-09-05
  Rothschild Wealth Llc
  Oakbrook, IL
• 2015-03-19 → 2017-12-31
  Rothschild Wealth Llc
  Oakbrook, IL

Other Businesses

(1) COLDWATER FINANCIAL CLARENDON HILLS, IL CONSULTANT SINCE 11/2001 (2) INSURANCE AGENT LIFE (3) COACHING/REFEREE LACROSS HINSDALE CENTRAL

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-02-12
• S63 Uniform Securities Agent State Law Examination
  1999-03-19