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

GLADSTONE WEALTH PARTNERS

Current firm class

broker-dealer affiliated wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

May 1, 2004earliest registration or exam on IAPD

Years in industry

22derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Exams

S63|S65

First exam

Jun 25, 2004

First registration

Mar 21, 2022

Dual registered

yes, broker-dealer

Other names

Joshua Tyler Swanson|Josh Swanson

IAPD individual key

4798174

• Occurred

  Jun 2, 2025
  Advisor changed firm

  Joshua Tyler Swanson left Plan Group Financial, Inc. for Gladstone Wealth Partners (registered 2025-05-22)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:61ec7070-010e-3f24-97cb-d6dc21fac07d

First observed

Mar 21, 2022

Last observed

Sep 15, 2026 4 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.