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RIA / WealthAdvisor13 years in industry

Joshua Daniel Magnus

Advisor at SEROS WEALTH PARTNERS

GILBERT, AZ | Highlands Ranch, CO

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Search this name across graphsid dfx:ria:29a7c282-73ea-8ee2-2bb2-5378e46ac24b

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:03 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 3
On other graphs: 0
Observed: Mar 5, 2018 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: SEROS WEALTH PARTNERS
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: Sep 26, 2012earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S63|S66
First exam: Sep 26, 2012
First registration: Mar 5, 2018
Dual registered: no
Other names: JOSH MAGNUS|JOSHUA DANIEL MAGNUS|Joshua Magnus
IAPD individual key: 6023697

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
SEROS WEALTH PARTNERS	Independent wealth	Aug 13, 2026	n/a	yes	Highlands Ranch, CO\|GILBERT, AZ	Current employment
WEALTHBUILDERS INVESTMENTS	Independent wealth	Jan 21, 2025	Sep 11, 2026	no	GREENWOOD VILLAGE, CO	Previous registration
WEALTHBUILDERS INVESTMENTS	Independent wealth	Mar 24, 2024	Dec 31, 2024	no	GREENWOOD VILLAGE, CO\|Englewood, CO	Previous registration
NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC	No RAUM reported	Jan 28, 2022	Feb 16, 2024	no	LAKEWOOD, CO	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Mar 5, 2018	Jan 10, 2022	no	HIGHLANDS RANCH, CO\|DENVER, CO\|GREENWOOD VILLAGE, CO\|DENVER, CO\|ST. LOUIS, MO	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
WEALTHBUILDERS INVESTMENTS	SEROS WEALTH PARTNERS	Sep 11, 2026	Aug 13, 2026	-29	Firm change	RIA to RIA
NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC	WEALTHBUILDERS INVESTMENTS	Feb 16, 2024	Mar 24, 2024	37	Firm change	Other
WELLS FARGO ADVISORS	NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC	Jan 10, 2022	Jan 28, 2022	18	Firm change	Other

Relationships

Registered with (4)

→ SEROS WEALTH PARTNERSRegistered adviserregistration: current employment
Aug 13, 2026 to presentfactForm ADV
→ WEALTHBUILDERS INVESTMENTSRegistered adviserregistration: previous registration
Jan 21, 2025 to Sep 11, 2026factForm ADV
→ NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLCRegistered adviserregistration: previous registration
Jan 28, 2022 to Feb 16, 2024factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Mar 5, 2018 to Jan 10, 2022factForm ADV

Dated events

Occurred
Sep 11, 2026
Advisor changed firm
Joshua Daniel Magnus left Wealthbuilders Investments for Seros Wealth Partners (registered 2026-08-13)
Form ADVobserved 4 days ago
Occurred
Feb 16, 2024
Advisor changed firm
Joshua Daniel Magnus left Northwestern Mutual Investment Services,Llc for Wealthbuilders Investments (registered 2024-03-24)
Form ADVobserved 4 days ago
Occurred
Jan 10, 2022
Advisor changed firm
Joshua Daniel Magnus left Wells Fargo Advisors for Northwestern Mutual Investment Services,Llc (registered 2022-01-28)
Form ADVobserved 4 days ago