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

INDEPENDENT FINANCIAL GROUP, LLC

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

Jul 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Exams

S63|S65

First exam

Jan 27, 2023

First registration

Feb 8, 2023

Dual registered

yes, broker-dealer

Other names

Joshua W Levitus

IAPD individual key

7402696

• Occurred

  Apr 1, 2026
  Advisor changed firm

  Joshua William Levitus left Osaic Wealth, Inc. for Independent Financial Group, Llc (registered 2026-04-02)

  Form ADVobserved 5 days ago
• Occurred

  Dec 31, 2025
  Advisor changed firm

  Joshua William Levitus left New Century Financial Group, Llc for Osaic Wealth, Inc. (registered 2024-09-30)

  Form ADVobserved 5 days ago
• Occurred

  Jun 14, 2023
  Advisor changed firm

  Joshua William Levitus left Mcadam Llc for New Century Financial Group, Llc (registered 2023-06-16)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:6a0f8179-4ffb-aa4c-2f06-8b5e21e85608

First observed

Feb 8, 2023

Last observed

Sep 14, 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.