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Current Employers
Paradigm Wealth Advisory Llc

1140 Highway 22 East Suite 105, Bridgewater, NJ 08807 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2019-12-13
NJ RA APPROVED 2019-09-25
  • FL RA
    APPROVED
    Since 2019-12-13
  • NJ RA
    APPROVED
    Since 2019-09-25

Branch Locations

1140 Highway 22 East Suite 105, Bridgewater, NJ 08807 • United States

Windermere, FL • 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
Retired Windermere FL 12/2014 11/2017
Lpl Financial Llc Windermere FL 11/2017 08/2018
Retired Windermere FL 08/2018 03/2019
Lpl Financial Llc Windermere FL 04/2019 Present
Paradigm Wealth Advisory Llc Bridgewater NJ 07/2019 Present
  • 12/2014 → 11/2017
    Retired
    Windermere, FL
  • 11/2017 → 08/2018
    Lpl Financial Llc
    Windermere, FL
  • 08/2018 → 03/2019
    Retired
    Windermere, FL
  • 04/2019 → Present
    Lpl Financial Llc
    Windermere, FL
  • 07/2019 → Present
    Bridgewater, NJ
Other Businesses

1. 4/8/2019 - No Business Name - Investment Related - Basking Ridge, NJ 07920-4217; Surf City, NJ 08008-5202; and Basking Ridge, NJ 07920-4240 - Real Estate Rental - Started 12/01/1999 - 10 Hours Per Month/0 Hours During Securities Trading - Time Spent 5%. 2. 4/8/2019 - Paradigm Wealth Management, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 03/27/19 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100%. 3. 10/21/2021 - infinity real group - Investment Related - 11215 macaw ct, windermere, fl. 34786 - Mortgage/Real Estate Services - Started 12/15/2020 - 2 Hours Per Month/1 Hour During Securities Trading - Real estate sales, residential real estate.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-05-20
  • S66 Uniform Combined State Law Examination
    2019-05-20

View on SEC IAPD

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