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

TOTAL WEALTH SERVICES, 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 6, 2013earliest registration or exam on IAPD

Years in industry

13derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S63|S66

First exam

Jun 6, 2013

First registration

Jul 25, 2017

Dual registered

no

Other names

JOE J MIGDOL|JOE MIGDOL|J MIGDOL|JOE JORDAN MIGDOL|Joseph J Migdol|JOSEPH JORDAN MIGDOL|Joseph Migdol

IAPD individual key

6187602

• Occurred

  Apr 10, 2025
  Advisor changed firm

  Joseph Jordan Migdol left Citigroup Global Markets Inc. for Total Wealth Services, Llc (registered 2025-04-08)

  Form ADVobserved 6 days ago
• Occurred

  Mar 7, 2023
  Advisor changed firm

  Joseph Jordan Migdol left J.P. Morgan Securities Llc for Citigroup Global Markets Inc. (registered 2023-03-06)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:544ced0c-3937-e7ba-1632-b359b922ec77

First observed

Jul 25, 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.