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2177 Intelliplex Dr. Ste 201, Shelbyville, IN 46176 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-08-13 |
Branch Locations
2177 Intelliplex Dr. Ste 201, Shelbyville, IN 46176 • United States
Fortson, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 07/2017 | 01/2024 |
| Cancer Treatment Centers Of America | Goodyear | AZ | 08/2015 | 06/2017 |
| Lpl Financial, Llc | St. Johns | FL | 01/2024 | Present |
| Independent Advisor Alliance, Llc | Charlotte | NC | 01/2024 | 03/2026 |
| Cvfg Llc Dba Paradigm Wealth Partners | Chattanooga | TN | 03/2026 | Present |
1.01/29/2024; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Paradigm Wealth Partners; Investment Related; at Reported Business Location(s); Start Date 01/29/2024; 160hrs/mth; 8hrs during trading 2.01/30/2024; (Hybrid) Paradigm Wealth Partners; Registered Investment Advisor DBA; Investment Related; at Reported Business Location(s); Start Date 01/04/2024; 160hrs/mth; 8hrs during trading; I provide investment advisory services through Independent Advisor Alliance, an independent investment advisor firm. I started this business activity in 1/2024. 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 service6s at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3.08/12/2026; (HYBRID) CVFG LLC; Registered Investment Advisor Hybrid; Investment Related; at Reported Business Location(s); Start Date 01/04/2024; 160hrs/mth; 8hrs during trading;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-26 |
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