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RIA / WealthAdvisorCertified Financial Planner29 years in industry

JUDE VINCENT GLEASON

Advisor at REDW WEALTH LLC

ALBUQUERQUE, NM | PHOENIX, AZ

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:00 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jul 28, 1998 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: REDW WEALTH LLC
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: Apr 14, 1997earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 3
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Apr 14, 1997
First registration: Jul 28, 1998
Dual registered: no
IAPD individual key: 1932500

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
REDW WEALTH LLC	Mixed wealth	Sep 21, 2021	n/a	yes	ALBUQUERQUE, NM\|PHOENIX, AZ	Current employment
BOK FINANCIAL ADVISORS	Bd affiliated wealth	Aug 31, 2015	Nov 7, 2016	no	Albuquerque, NM	Previous registration
REDW WEALTH LLC	Mixed wealth	Jan 13, 2004	Aug 13, 2015	no	ALBUQUERQUE, NM	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Jul 28, 1998	Oct 21, 2002	no	ALBUQUERQUE, NM	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
BOK FINANCIAL ADVISORS	REDW WEALTH LLC	Nov 7, 2016	Sep 21, 2021	1,779	Firm change after gap	Other
REDW WEALTH LLC	BOK FINANCIAL ADVISORS	Aug 13, 2015	Aug 31, 2015	18	Firm change	Other
CHARLES SCHWAB & CO., INC.	REDW WEALTH LLC	Oct 21, 2002	Jan 13, 2004	449	Firm change after gap	Other

Relationships

Registered with (3)

→ REDW WEALTH LLCRegistered adviserregistration: previous registration
Jan 13, 2004 to Aug 13, 2015factForm ADV
→ BOK FINANCIAL ADVISORSRegistered adviserregistration: previous registration
Aug 31, 2015 to Nov 7, 2016factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Jul 28, 1998 to Oct 21, 2002factForm ADV

Dated events

No dated event names this entity yet.