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

XCELSIOR ADVISOR PARTNERS 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 29, 1987earliest registration or exam on IAPD

Years in industry

39derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

4

Exams

S65|S63

First exam

Jun 29, 1987

First registration

Mar 27, 1997

Dual registered

yes, broker-dealer

Other names

JOSEPH DUDLEY HARDEE|DUDLEY JOSEPH HARDEE|JOE D HARDEE

IAPD individual key

1688245

• Occurred

  Apr 1, 2025
  Advisor changed firm

  Joseph D Hardee left Morgan Stanley for Xcelsior Advisor Partners Llc (registered 2025-03-13)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:4bd28aa2-832c-d68d-6cd7-5dcf35e9127a

First observed

Mar 27, 1997

Last observed

Sep 15, 2026 6 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.