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

PORTFOLIO DESIGN 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

Oct 10, 1986earliest registration or exam on IAPD

Years in industry

39derivedfrom the industry start date

Years at current firm

20derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

3

Exams

S66|S63|S65

First exam

Oct 10, 1986

First registration

Jan 16, 2003

Dual registered

no

Other names

BRUCE D SWANSON

IAPD individual key

1113446

Graph

RIA / Wealth Management

Canonical id

dfx:ria:9dfdde9c-4377-6872-9a54-2c86596cf397

First observed

Jan 16, 2003

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.