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RIA / WealthAdvisor17 years in industry

JOSHUA D PALETTA

Advisor at LEXAURUM ADVISORS

OVERLAND PARK, KS | PAOLA, KS

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Search this name across graphsid dfx:ria:7c9a650d-94ed-23bd-d00f-ac866d37fa4c

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:53 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Sep 29, 2015 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: LEXAURUM ADVISORS
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: Nov 1, 2008earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S66|S63
First exam: Dec 30, 2008
First registration: Sep 29, 2015
Dual registered: no
IAPD individual key: 5619728

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
LEXAURUM ADVISORS	Independent wealth	Sep 10, 2025	n/a	yes	PAOLA, KS\|OVERLAND PARK, KS	Current employment
WHITAKER-MYERS WEALTH MANAGERS, LTD.	Independent wealth	Apr 3, 2023	Oct 7, 2025	no	MANSFIELD, OH\|Overland Park, KS	Previous registration
ALMANACK INVESTMENT PARTNERS	Independent wealth	Aug 13, 2021	Apr 5, 2023	no	Paola, KS\|NEWTOWN SQUARE, PA	Previous registration
HUNTINGTON FINANCIAL ADVISORS	Bd affiliated wealth	Jun 8, 2018	Sep 1, 2020	no	HOLT, MI\|LANSING, MI\|LANSING, MI	Previous registration
J.P. MORGAN SECURITIES LLC	Wirehouse	Sep 29, 2015	May 31, 2018	no	PLYMOUTH, MI\|FENTON, MI\|CLIO, MI\|FLINT, MI\|BRIDGEPORT, MI\|BURTON, MI\|OKEMOS, MI	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
WHITAKER-MYERS WEALTH MANAGERS, LTD.	LEXAURUM ADVISORS	Oct 7, 2025	Sep 10, 2025	-27	Firm change	RIA to RIA
ALMANACK INVESTMENT PARTNERS	WHITAKER-MYERS WEALTH MANAGERS, LTD.	Apr 5, 2023	Apr 3, 2023	-2	Firm change	RIA to RIA
HUNTINGTON FINANCIAL ADVISORS	ALMANACK INVESTMENT PARTNERS	Sep 1, 2020	Aug 13, 2021	346	Firm change	Ibd to RIA
J.P. MORGAN SECURITIES LLC	HUNTINGTON FINANCIAL ADVISORS	May 31, 2018	Jun 8, 2018	8	Firm change	Wirehouse to ibd

Relationships

Registered with (5)

→ LEXAURUM ADVISORSRegistered adviserregistration: current employment
Sep 10, 2025 to presentfactForm ADV
→ WHITAKER-MYERS WEALTH MANAGERS, LTD.Registered adviserregistration: previous registration
Apr 3, 2023 to Oct 7, 2025factForm ADV
→ ALMANACK INVESTMENT PARTNERSRegistered adviserregistration: previous registration
Aug 13, 2021 to Apr 5, 2023factForm ADV
→ HUNTINGTON FINANCIAL ADVISORSRegistered adviserregistration: previous registration
Jun 8, 2018 to Sep 1, 2020factForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Sep 29, 2015 to May 31, 2018factForm ADV

Dated events

Occurred
Oct 7, 2025
Advisor changed firm
Joshua D Paletta left Whitaker-Myers Wealth Managers, Ltd. for Lexaurum Advisors (registered 2025-09-10)
Form ADVobserved 6 days ago
Occurred
Apr 5, 2023
Advisor changed firm
Joshua D Paletta left Almanack Investment Partners for Whitaker-Myers Wealth Managers, Ltd. (registered 2023-04-03)
Form ADVobserved 6 days ago