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PARAGON WEALTH STRATEGIES, LLC.

JACKSONVILLE, FL · CRD 146543 · IAPD ↗ · retirementcoursejax.com · 904-861-0093

$456.3MRegulatory AUM
8Advisory reps
10Employees
2Clients
251-500Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2024 — PARAGON WEALTH STRATEGIES, LLC. (JACKSONVILLE, FL) left the SEC roster (was $456.3M RAUM, 8 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.