Docket Number A-2009-2137003
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| Docket Number | A-2009-2137003 | Status | Closed |
|---|---|---|---|
| Applicant | PARAGON ADVISORS LLC | Utility Code | 1111452 |
| Complainant | Utility Name | PARAGON ADVISORS LLC | |
| Respondent | Utility Type | Electric | |
| Responsible Bureau | FUS | eFiling Confirmation Number | |
| Date Filed | 10/08/2009 | Date Posted | 10/21/2009 |
| Case Description | Application of Paragon Advisors LLC for approval to supply electricity or electric generation services as an Energy Consultant and Broker but does not supply electricity. Paragon Advisors works with clients to arrange supply agreements where the electricity is supplied directly by the licensed supplier that is chosen by the client. Paragon Advisiors receives a broker fee from the generation supply company. Paragon Advisiors does not take title to the electricity or get involved in any billing or collection of funds.Those activities are handled directly by the electricity supplier and the customer, to the public in the service territories of PPL. | ||
| Action Date | Description | Date Posted |
|---|---|---|
| 10/30/2025 | Case Closed - No active tasks exist for this Case | 10/30/2025 |
| 10/22/2025 | Case History Attached - Case ReOpened - 2137003_CaseHistory | 10/22/2025 |
| 10/22/2025 | Document Attached to Case - Bond Continuation 1-1-2026 to 12-31-2026 - Paragon Advisors - Paragon Advisors LLC filed Bond Continuation. | 10/22/2025 |
| 10/1/2025 | Document Published on Web - Document '90 Day Financial Security Renewal Notification Letter - PARAGON ADVISORS LLC - October 2025.docx' is made public | 10/1/2025 |
| 3/6/2025 | Case Closed - No active tasks exist for this Case | 3/6/2025 |
| 3/4/2025 | Case History Attached - Case ReOpened - 2137003_CaseHistory | 3/4/2025 |
| 3/4/2025 | Document Attached to Case - 2024 EGS Annual Gross Receipt Report - Paragon Advisors - Paragon Advisors LLC filed 2024 EGS Annual Gross Receipt Report. | 3/4/2025 |
| 12/18/2024 | Case Closed - No active tasks exist for this Case | 12/18/2024 |
| 10/17/2024 | Document Attached to Case - Bond Continuation eff 12-31-24 -12-31-25 - Paragon Advisors - Paragon Advisors LLC filed Bond Continuation | 10/17/2024 |
| 10/17/2024 | Case History Attached - Case ReOpened - 2137003_CaseHistory | 10/17/2024 |
| 10/1/2024 | Document Published on Web - Document '90 Day Financial Security Renewal Notification Letter – Paragon Advisors LLC – October 2024.docx' is made public | 10/1/2024 |
| 7/25/2024 | Case Closed - No active tasks exist for this Case | 7/25/2024 |
| 3/6/2024 | Document Attached to Case - 2023 EGS Annual Gross Receipt Report PARAGON ADVISORS LLC - PARAGON ADVISORS LLC FILED 2023 ELECTRIC CHOICE ANNUAL REPORT | 3/6/2024 |
| 3/6/2024 | Document Attached to Case - 2023 NGS Annual Gross Receipt Report PARAGON ADVISORS LLC - PARAGON ADVISORS LLC FILED 2023 NATURAL GAS SUPPLIER ANNUAL REPORT | 3/6/2024 |
| 10/25/2023 | Document Attached to Case - Bond Continuation eff 12-31-23 - 12-31-24 - Paragon Advisors - Paragon Advisors LLC filed Bond Continuation | 10/25/2023 |
| 10/17/2023 | Document Published on Web - Document '90 Day Financial Security Renewal Notification Letter -Paragon Advisors LLC – October 2023.docx' is made public | 10/17/2023 |
| 4/11/2023 | Document Attached to Case - 2022 EGS Annual Gross Receipt Report - Paragon Advisors LLC - Paragon Advisors LLC filed 2022 Electric Choice Annual Report. | 4/11/2023 |
| 10/19/2022 | Document Attached to Case - Bond Continuation eff 1/1/23-12/31/23- Paragon Advisors - Paragon Advisors LLC filed Bond Continuation | 10/19/2022 |
| 10/14/2022 | Document Published on Web - Document '90 Day Financial Security Renewal Notification Letter-Paragon Advisors LLC–October 2022.docx' is made public | 10/14/2022 |
| 3/15/2022 | Document Attached to Case - 2021 EGS Annual Gross Receipt Report - Paragon Advisors LLC - Paragon Advisors LLC filed 2021 Annual Gross Receipts Report. | 3/15/2022 |
| 3/15/2022 | Case History Attached - Case ReOpened - 2137003_CaseHistory | 3/15/2022 |
| 12/10/2021 | Case Closed - No active tasks exist for this Case | 12/10/2021 |
| 10/15/2021 | Document Attached to Case - Bond exp 12-31-2022 - Paragon Advisors LLC - Paragon Advisors LLC filed updated Bond. | 10/16/2021 |
| 10/15/2021 | Case History Attached - Case ReOpened - 2137003_CaseHistory | 10/16/2021 |
| 3/26/2021 | Case Closed - No active tasks exist for this Case | 3/26/2021 |
| 3/26/2021 | Document Attached to Case - EGS 2021 Q1 Gross Receipt Report - Paragon Advisors LLC filed 2021 Q1 Gross Receipts Report. | 3/26/2021 |
| 3/26/2021 | Document Attached to Case - 2020 EGS Annual Gross Receipt Report - Paragon Advisors LLC filed 2020 Annual Gross Receipts Report. | 3/26/2021 |
| 3/26/2021 | Case History Attached - Case ReOpened - 2137003_CaseHistory | 3/26/2021 |
| 12/16/2020 | Case Closed - No active tasks exist for this Case | 12/16/2020 |
| 12/15/2020 | Case History Attached - Case ReOpened - 2137003_CaseHistory | 12/15/2020 |
| 12/15/2020 | Document Attached to Case - Continuous Bond signed 11-25-2020 - Paragon Advisors LLC - Paragon Advisors LLC filed Bond. | 12/15/2020 |
| 11/30/2020 | Case Closed - No active tasks exist for this Case | 11/30/2020 |
| 11/5/2020 | Case History Attached - Case ReOpened - 2137003_CaseHistory | 11/5/2020 |
| 11/5/2020 | Document Attached to Case - Letter of Credit cancellation 12-31-2020 - Paragon Advisors LLC - Paragon Advisors LLC filed Notice of Letter of Credit Cancellation. | 11/5/2020 |
| 5/28/2020 | Case Closed - No active tasks exist for this Case | 5/28/2020 |
| 5/21/2020 | Document Attached to Case - 2019 EGS Annual Gross Receipt Report - Paragon Advisors | 5/21/2020 |
| 5/21/2020 | Case History Attached - Case ReOpened - 2137003_CaseHistory | 5/21/2020 |
| 10/22/2019 | Document Attached to Case - Bond exp 10-5-2010 - Paragon Advisors | 10/22/2019 |
| 12/9/2016 | Document Attached to Case - Letter of Credit Amendment updated language - Paragon Advisors LLC - Paragon Advisors LLC filed Letter of Credit Amendment. | 12/9/2016 |
| 11/14/2016 | Document Published on Web - Document 'Deficient LOC 2nd Letter - Paragon Advisors LLC' is made public | 11/14/2016 |
| 10/4/2016 | Document Published on Web - Document 'Deficient LOC - Paragon Advisors LLC' is made public | 10/4/2016 |
| 1/28/2015 | Document Attached to Case - Letter of Credit 11/13/14 to 12/31/15 - Paragon Advisors LLC - Paragon Advisors LLC filed Letter of Credit. | 1/28/2015 |
| 9/3/2010 | Document Published on Web - Document 'Order - Paragon Advisors LLC - Amended License A-2009-2137003' is made public | 9/3/2010 |
| 9/3/2010 | Document Published on Web - Document 'License A-2009-2137003.docx' is made public | 9/3/2010 |
| 9/3/2010 | Document Served - Other - See Comments - Order entered 9/3/10. | 9/3/2010 |
| 8/9/2010 | Document Attached to Case - Proof of Publication-Paragon Advisors - Paragon Advisors LLC filed Proof of Publication of application. | 8/9/2010 |
| 8/9/2010 | Document Published on Web - Document 'Proof of Publication-Paragon Advisors' is made public | 8/9/2010 |
| 7/27/2010 | Document Published on Web - Document 'Application Updates/Revisions-Paragon Advisors Req to Modify License' is made public | 7/27/2010 |
| 7/27/2010 | Document Attached to Case - Application Updates/Revisions-Paragon Advisors Req to Modify License - Paragon Advisors filed letter Request to Modify License to Operate throughout the Commonwealth of Pennsylvania. | 7/27/2010 |
| 1/14/2010 | Document Published on Web - Document 'Order - Paragon Advisors LLC - EGS A-2009-2137003' is made public | 1/14/2010 |
| 1/14/2010 | Document eServed - Document 'LICENSE A-2009-2137003.docx' is eServed | 1/14/2010 |
| 1/14/2010 | Document Published on Web - Document 'LICENSE A-2009-2137003.docx' is made public | 1/14/2010 |
| 1/14/2010 | Document Served - Other - See Comments - ORDER ENTERED 1/14/10. | 1/14/2010 |
| 12/9/2009 | Document Published on Web - Document 'AMENDED TAX CERTIFICATION STATEMENT TO EGS APPL - PARAGON ADVISORS' is made public | 12/9/2009 |
| 12/9/2009 | Document Attached to Case - AMENDED TAX CERTIFICATION STATEMENT TO EGS APPL - PARAGON ADVISORS - Paragon Advisors filed the amended tax certification statement to the EGS application. | 12/9/2009 |
| 12/9/2009 | Document Published on Web - Document 'PRE-EXECUTED LICENSE & PERMIT BOND FORM' is made public | 12/9/2009 |
| 12/9/2009 | Document Attached to Case - PRE-EXECUTED LICENSE & PERMIT BOND FORM - Pre-executed License and permit bond form | 12/9/2009 |
| 12/2/2009 | Document Published on Web - Document 'UPDATES TO EGS APP - PARAGON ADVISORS' is made public | 12/2/2009 |
| 12/2/2009 | Document Attached to Case - UPDATES TO EGS APP - PARAGON ADVISORS - Paragon Advisors' filed updates to EGS application. | 12/2/2009 |
| 11/19/2009 | Document Published on Web - Document 'Proof of Publication -Paragon Advisors' is made public | 11/19/2009 |
| 11/19/2009 | Document Attached to Case - Proof of Publication -Paragon Advisors - Paragon Advisors filed proof of publication. | 11/19/2009 |
| 11/12/2009 | Document Published on Web - Document 'Secretarial Letter - Extension - Paragon Advisors A-2009-2137003' is made public | 11/12/2009 |
| 11/12/2009 | Document Served - Other - See Comments - sl served 11-12-2009 | 11/12/2009 |
| 10/21/2009 | Assigned Responsible Bureau - FUS | 10/21/2009 |
| 10/21/2009 | Document Attached to Case - Paragon Advisors LLC Cert Svc as Proof of Svc of app - Paragon Advisors LLC filed Certificate of Service as proof of service of application to parties. | 10/21/2009 |
| 10/21/2009 | Document Published on Web - Document 'Paragon Advisors LLC Cert Svc as Proof of Svc of app' is made public | 10/21/2009 |
| 10/21/2009 | Document Published on Web - Document 'Paragon Advisors LLC EGS License Ack Ltr.doc' is made public | 10/21/2009 |
| 10/21/2009 | Document Published on Web - Document 'Paragon Advisors LLC License application.' is made public | 10/21/2009 |
| 10/21/2009 | Case Created - A-2009-2137003 - Application of Paragon Advisors LLC for approval to supply electricity or electric generation services as an Energy Consultant and Broker but does not supply electricity. Paragon Advisors works with clients to arrange supply agreements where the electricity is supplied directly by the licensed supplier that is chosen by the client. Paragon Advisiors receives a broker fee from the generation supply company. Paragon Advisiors does not take title to the electricity or get involved in any billing or collection of funds.Those activities are handled directly by the electricity supplier and the customer, to the public in the service territories of PPL. | 10/21/2009 |
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