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

DEW WEALTH MANAGEMENT

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

Aug 1, 2014earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S66

First exam

Apr 27, 2022

First registration

Apr 28, 2022

Dual registered

no

IAPD individual key

7517280

• Occurred

  Jan 15, 2025
  Advisor changed firm

  Joshua Seth Russ left Financial Serenity, Llc for Dew Wealth Management (registered 2025-02-18)

  Form ADVobserved 5 days ago
• Occurred

  Jun 30, 2022
  Advisor changed firm

  Joshua Seth Russ left Gwn Securities Inc. for Financial Serenity, Llc (registered 2022-07-20)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:aa573e84-7552-afe1-24e8-555025dfe4b0

First observed

Apr 28, 2022

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.