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.

Current firm

MSH CAPITAL 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

Jun 1, 2014earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S66|S63

First exam

Nov 13, 2014

First registration

Jan 24, 2017

Dual registered

yes, broker-dealer

IAPD individual key

6352022

• Occurred

  Jan 8, 2026
  Advisor changed firm

  Joseph Stone Thieman left Thieman Investment & Retirement Services, Llc for Msh Capital Advisors Llc (registered 2023-04-11)

  Form ADVobserved 6 days ago
• Occurred

  Jun 8, 2022
  Advisor changed firm

  Joseph Stone Thieman left Momentum Independent Network Inc. for Thieman Investment & Retirement Services, Llc (registered 2018-02-15)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:1beb5e70-e62e-1425-9e86-9cd7c61f54f0

First observed

Jan 24, 2017

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.