Brian Goodstadt

PARAGON CAPITAL MANAGEMENT

Denver, CO 80202

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CRD#: 2226576

Professional summary

Brian Goodstadt is a registered financial advisor currently at PARAGON CAPITAL MANAGEMENT located in Denver, Colorado.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Brian has worked at 4 firms and has passed the Series 63, Series 7, Series 3 and Series 4 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Goodstadt's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 17, 2009 - Present

PARAGON CAPITAL MANAGEMENT

Office #1: 999 18th St., Ste 1401, Denver, CO 80202

RIA

CRD#: 105147

Denver, CO

Past

October 9, 2003 - July 29, 2004

CIM SECURITIES, LLC

CRD#: 120852

PALMER, AK

Past

July 17, 1996 - July 14, 1998

STANDARD & POOR'S SECURITIES, INC.

CRD#: 5248

NEW YORK, NY

Past

April 20, 1992 - August 18, 1994

SALOMON BROTHERS INC.

CRD#: 740

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PARAGON CAPITAL MANAGEMENT

CRD#: 105147 / SEC#: 801-36249

RIA

Registered Investment Advisory firm - (3/23/1990 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Colorado
(3/17/2009)

IAR

Texas
(4/15/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 6/11/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 10/8/2003

General Securities Representative Examination

General Industry/Product Exam

Series 3

Date: 10/20/1992

National Commodity Futures Examination

Principal/Supervisory Exam

Series 4

Date: 3/9/1993

Registered Options Principal Examination

Current Firm

PARAGON CAPITAL MANAGEMENT

CRD#: 105147 / SEC#: 801-36249

RIA

Registered Investment Advisory firm - (3/23/1990 Approved)

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Contact information

Main Address

999 18th St., Ste 1401, Denver, CO 80202

Mailing Address

Phone number

(303) 293-3680

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (8/20/2025)

Regulatory assets under management

Total Number of Accounts	845
AUM (Assets Under Management)	$ 1,249,154,038

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Brian Goodstadt

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Goodstadt's CRS (Customer Relationship Summary).

Certified licenses

Experience

CIM SECURITIES, LLC

STANDARD & POOR'S SECURITIES, INC.

SALOMON BROTHERS INC.

Primary Firm SEC Registration

PARAGON CAPITAL MANAGEMENT

State Registrations and Notice Filings

Exams

Series 63

Date: 6/11/1992

Series 7

Date: 10/8/2003

Series 3

Date: 10/20/1992

Series 4

Date: 3/9/1993

Current Firm

PARAGON CAPITAL MANAGEMENT

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PARAGON CAPITAL MANAGEMENT

TRUST BUT VERIFY

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