WD
William K. Dunk
PARADIGM ADVISORS
Dallas, TX 75225
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CRD#: 4455858
WD
Professional summary
William Kirk Dunk is a registered financial advisor currently at PARADIGM ADVISORS, LLC located in Dallas, Texas.
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. William has worked at 2 firms .
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.
CRS (Client Relationship Summary) - RIA
Click below to view William Kirk Dunk's 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®
NoneExperience
Current
January 10, 2017 - Present
PARADIGM ADVISORS, LLC
Office #1: 8111 Preston Road Suite 575, Dallas, TX 75225RIA
CRD#: 114515
Dallas, TX
Past
June 25, 2002 - June 30, 2009
PERENNIAL ADVISORS, LLC
RIA
CRD#: 116031
DALLAS, TX
Past
June 25, 2002 - February 18, 2016
PARADIGM ADVISORS, LLC
RIA
CRD#: 114515
DALLAS, TX
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".
PA
PARADIGM ADVISORS, LLC
PARADIGM ADVISORS, L.L.C. | PARADIGM INVESTMENT MANAGEMENT, L.P. (RELYING ADVISER) | PARADIGM ADVISORS, LLC
CRD#: 114515 / SEC#: 801-132244
RIA
Registered Investment Advisory firm - (3/24/2025 Approved)Arkansas
Registered Investment Advisory firm - (4/3/2025 Terminated)Michigan
Registered Investment Advisory firm - (4/8/2025 Terminated)Texas
Registered Investment Advisory firm - (4/2/2025 Terminated)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
Arkansas(2/16/2017)
IAR
Michigan(3/1/2024)
IAR
Texas(1/10/2017)
Exams
Current Firm
PA
PARADIGM ADVISORS, LLC
PARADIGM ADVISORS, L.L.C. | PARADIGM INVESTMENT MANAGEMENT, L.P. (RELYING ADVISER) | PARADIGM ADVISORS, LLC
CRD#: 114515 / SEC#: 801-132244
RIA
Registered Investment Advisory firm - (3/24/2025 Approved)Arkansas
Registered Investment Advisory firm - (4/3/2025 Terminated)Michigan
Registered Investment Advisory firm - (4/8/2025 Terminated)Texas
Registered Investment Advisory firm - (4/2/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
8111 Preston Road Suite 575, Dallas, TX 75225
Mailing Address
6125 Luther Lane #225, Dallas, TX 75225
Phone number
(214) 756-6066
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (3 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 306 |
| AUM (Assets Under Management) | $ 112,077,532 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
PARADIGM ADVISORS, LLC
CRD#: 114515Dallas, TX 75225TRUST BUT VERIFY
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