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PARAGON FINANCIAL SERVICES

RICHMOND, VA · CRD 164832 · IAPD ↗ · paragonfinancial.com · 804-673-8888

$383.7MRegulatory AUM
4Advisory reps
7Employees
0Clients
1-10Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

28
April 2026 — PARAGON FINANCIAL SERVICES changed its website from investparagon.com to paragonfinancial.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
28
April 2025 — PARAGON FINANCIAL SERVICES changed its website from paragonfinancialservices.biz to investparagon.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
45
April 2025 — PARAGON FINANCIAL SERVICES notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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