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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultant27 years in industry

JOSHUA ELI SELF

Advisor at RIDGELINE WEALTH ADVISORS, LLC.

FRANKLIN, TN | RALEIGH, NC

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Search this name across graphsid dfx:ria:04b9fee3-e345-6d7a-4a33-4edaa35f28b7

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:18 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Dec 27, 2001 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: RIDGELINE WEALTH ADVISORS, LLC.
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 11, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 4
Designations: Certified Financial Planner|Chartered Financial Consultant
Exams: S63|S65
First exam: Aug 11, 1999
First registration: Dec 27, 2001
Dual registered: no
IAPD individual key: 3237214

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
RIDGELINE WEALTH ADVISORS, LLC.	Independent wealth	Aug 9, 2016	n/a	yes	RALEIGH, NC\|FRANKLIN, TN	Current employment
ENVISION WEALTH PLANNING	Former SEC adviser	Jun 18, 2014	Sep 1, 2016	no	FRANKLIN, TN	Previous registration
HORNOR, TOWNSEND & KENT, LLC	Independent wealth	Mar 7, 2007	Jun 20, 2014	no	MORRISVILLE, NC\|FRANKLIN, TN\|MORRISVILLE, NC	Previous registration
1717 CAPITAL MANAGEMENT COMPANY	n/a	Jul 9, 2003	Mar 14, 2007	no	DURHAM, NC\|DURHAM, NC\|RALEIGH, NC	Previous registration
MONY SECURITIES CORPORATION	n/a	Dec 27, 2001	Jun 5, 2003	no	CHARLOTTE, NC	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ENVISION WEALTH PLANNING	RIDGELINE WEALTH ADVISORS, LLC.	Sep 1, 2016	Aug 9, 2016	-23	Firm change	Other
HORNOR, TOWNSEND & KENT, LLC	ENVISION WEALTH PLANNING	Jun 20, 2014	Jun 18, 2014	-2	Firm change	Other
1717 CAPITAL MANAGEMENT COMPANY	HORNOR, TOWNSEND & KENT, LLC	Mar 14, 2007	Mar 7, 2007	-7	Firm change	Other
MONY SECURITIES CORPORATION	1717 CAPITAL MANAGEMENT COMPANY	Jun 5, 2003	Jul 9, 2003	34	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
128441:284843:TN:2016-09-01	Sep 1, 2016	Aug 9, 2016	FRANKLIN, TN	Firm change

Relationships

Registered with (5)

→ RIDGELINE WEALTH ADVISORS, LLC.Registered adviserregistration: current employment
Aug 9, 2016 to presentfactForm ADV
→ ENVISION WEALTH PLANNINGRegistered adviserregistration: previous registration
Jun 18, 2014 to Sep 1, 2016factForm ADV
→ HORNOR, TOWNSEND & KENT, LLCRegistered adviserregistration: previous registration
Mar 7, 2007 to Jun 20, 2014factForm ADV
→ 1717 CAPITAL MANAGEMENT COMPANYRegistered adviserregistration: previous registration
Jul 9, 2003 to Mar 14, 2007factForm ADV
→ MONY SECURITIES CORPORATIONRegistered adviserregistration: previous registration
Dec 27, 2001 to Jun 5, 2003factForm ADV

Dated events

No dated event names this entity yet.