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RIA / WealthAdvisorChartered Financial Analyst12 years in industry

JOSHUA JAMES COURY

Advisor at TOLLESON PRIVATE WEALTH MANAGEMENT

DALLAS, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:48c0faab-eb9e-91e0-2a78-3c4256baaab9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:23 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Dec 1, 2013 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Joshua James Coury

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

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

Current firm: TOLLESON PRIVATE WEALTH MANAGEMENT
Current firm class: mixed wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 1, 2013earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 12derivedfrom the current registration's begin date
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Analyst
Dual registered: no
Other names: JOSH COURY
IAPD individual key: 6279363

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
TOLLESON PRIVATE WEALTH MANAGEMENT	Mixed wealth	Dec 24, 2013	n/a	yes	DALLAS, TX	Current employment

Relationships

Registered with (1)

→ TOLLESON PRIVATE WEALTH MANAGEMENTRegistered adviserregistration: current employment
Dec 24, 2013 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:48c0faab-eb9e-91e0-2a78-3c4256baaab9
First observed: Dec 1, 2013
Last observed: Sep 14, 2026 5 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.

JOSHUA JAMES COURY

Advisor at TOLLESON PRIVATE WEALTH MANAGEMENT

DALLAS, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:48c0faab-eb9e-91e0-2a78-3c4256baaab9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:23 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

TOLLESON PRIVATE WEALTH MANAGEMENT

Mixed wealth

Dec 24, 2013

n/a

yes

DALLAS, TX

Current employment