David Provinsal has been Managing Partner of Paradigm Wealth Advisory since November 2014, is a control person of the firm and directly owns under 5% of it.
Paradigm Wealth Advisory LLC is a Bridgewater, NJ firm with $201M under management, 283 clients and 10 advisers across 3 offices, as of its September 2026 filing.
David Provinsal’s longest registration is the current one, 10 years at Paradigm Wealth Advisory since 2016. Before joining Paradigm Wealth Advisory in 2016, David Provinsal was registered through First Allied Advisory Services, Inc. and First Allied Securities, Inc.
- Paradigm Wealth Advisory LLCCurrent– present · 10 yearsBridgewater, NJ · Adviser representative · Firm CRD 283120
- First Allied Advisory Services, Inc.– · 3 yearsBridgewater, NJ · Adviser representative · Firm CRD 137888
- First Allied Securities, Inc.– · 1 yearBridgewater, NJ · Adviser representative · Firm CRD 32444
Investment adviser representative registrations
David Provinsal is registered as an investment adviser representative in 3 states, as a resident of Texas. The first approvals date from May 2016; the most recent is New Hampshire, in April 2025.
- New HampshireSince 1 April 2025
- New JerseySince 10 May 2016
- TexasResidentSince 18 November 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 24 February 2011 |
| Series 7 | General Securities Representative Examination | 23 May 2010 |
| Series 63 | Uniform Securities Agent State Law Examination | 22 November 2000 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 2 June 1998 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- David Timothy Provinsal
- CRD
- 3049055
- Firm
- Paradigm Wealth Advisory · CRD 283120
- Role
- Managing Partner
- Office
- 1140 HIGHWAY 22 EAST, SUITE 105, Bridgewater, NJ 08807
- Registration
- Investment adviser and broker registrations
- In the industry since
- December 1998
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does David Provinsal work?
David Provinsal has been Managing Partner of Paradigm Wealth Advisory LLC since November 2014, and is a control person of the firm.
Is David Provinsal a financial advisor?
Yes. David Provinsal has a current investment-adviser registration in New Hampshire, New Jersey and Texas, through Paradigm Wealth Advisory since May 2016.
How many years of experience does David Provinsal have?
David Provinsal has 27 years in the financial industry, since December 1998, across 3 adviser firms.
What exams has David Provinsal passed?
David Provinsal has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 66. The earliest, the Series 6, was passed in June 1998. FINRA credited David Provinsal with the SIE, which began in October 2018.
Where did David Provinsal work before Paradigm Wealth Advisory?
Before Paradigm Wealth Advisory, David Provinsal was registered through First Allied Advisory Services, Inc., May 2012 to May 2016; First Allied Securities, Inc., February 2011 to August 2012.
Where is David Provinsal based?
David Provinsal’s registered office is in Bridgewater, NJ.
Is David Provinsal registered with FINRA?
Yes. David Provinsal has a current broker registration, under CRD 3049055.
Source: FINRA BrokerCheck
How can I verify David Provinsal’s record?
Search CRD 3049055 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish David Provinsal’s full registration record.