Donja M. Cluff

PARADIGM MONEY MANAGEMENT

TUCSON, AZ

Some features on this profile are disabled

CRD#: 6859027

Professional summary

Donja Marie Cluff is a registered financial advisor currently at PARADIGM MONEY MANAGEMENT, LLC located in Tucson, Arizona.

Donja is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Donja has worked at 2 firms and has passed the Series 66, SIE and Series 7 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.

FREEDOM EQUITY GROUP; INVESTMENT RELATED; INSURANCE AGENT; TUCSON, AZ; START DATE 01/2019; APPROXIMATELY 33% OF TIME UNITED FINANCIAL FREEDOM; INVESTMENT RELATED; AGENT; TUCSON, AZ; START DATE 09/2019; APPROXIMATELY 33% OF TIME

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donja Marie Cluff'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®

None

Experience

Current

September 11, 2020 - Present

PARADIGM MONEY MANAGEMENT, LLC

RIA

CRD#: 304097

TUCSON, AZ

Past

April 3, 2018 - October 31, 2018

CENTAURUS FINANCIAL, INC.

RIA

CRD#: 30833

TUCSON, AZ

Past

February 13, 2018 - October 31, 2018

CENTAURUS FINANCIAL, INC.

CRD#: 30833

TUCSON, AZ

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

Arizona
(9/11/2020)

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

IAR

Series 66

Date: 3/28/2018

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/13/2018

General Securities Representative Examination

Current Firm

PARADIGM MONEY MANAGEMENT, LLC

CRD#: 304097 / SEC#:

Arizona

Registered Investment Advisory firm - (7/10/2019 Approved)

Illinois

Registered Investment Advisory firm - (5/14/2020 Approved)

North Carolina

Registered Investment Advisory firm - (5/26/2023 Approved)

Oklahoma

Registered Investment Advisory firm - (6/8/2023 Approved)

Pennsylvania

Registered Investment Advisory firm - (8/11/2023 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

992 Old Eagle School Road Suite 913, Wayne, PA 19087

Mailing Address

Phone number

(601) 688-1555

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Donja M. Cluff

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donja Marie Cluff's CRS (Customer Relationship Summary).

Certified licenses

Experience

PARADIGM MONEY MANAGEMENT, LLC

CENTAURUS FINANCIAL, INC.

CENTAURUS FINANCIAL, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 3/28/2018

SIE

Date: 10/1/2018

Series 7

Date: 2/13/2018

Current Firm

PARADIGM MONEY MANAGEMENT, LLC

Contact information

Documents

Red Flags

Company Information

PARADIGM MONEY MANAGEMENT, LLC

TRUST BUT VERIFY

Similar Advisors