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RIA / WealthAdvisor12 years in industry

STEWART BRUCE LEAFBLAD

Advisor at SWMG, LLC

Arlington, TX | FORT WORTH, TX

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Search this name across graphsid dfx:ria:b35ec83e-1554-5a79-3d1a-7c92686b7134

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:03 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 4
On other graphs: 0
Observed: Mar 5, 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: SWMG, 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: Apr 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: 6
Current registrations: 2
Registered states: 3
Exams: S66
First exam: Feb 13, 2015
First registration: Mar 5, 2015
Dual registered: no
Other names: STEW LEAFBLAD|Stew Bruce Leafblad
IAPD individual key: 2765315

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
SWMG, LLC	Independent wealth	Oct 22, 2025	n/a	yes	FORT WORTH, TX	Current employment
ROSS WEALTH GROUP, LLC	State registered	Dec 20, 2024	n/a	yes	Arlington, TX	Current employment
COPPELL ADVISORY SOLUTIONS LLC	Independent wealth	May 21, 2024	Aug 4, 2025	no	Arlington, TX\|DALLAS, TX	Previous registration
SWMG, LLC	Independent wealth	Sep 20, 2023	Nov 15, 2023	no	FORT WORTH, TX	Previous registration
BEACON POINTE ADVISORS, LLC	Independent wealth	Oct 14, 2021	Apr 3, 2023	no	Fort Worth, TX\|NEWPORT BEACH, CA	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Nov 29, 2017	Sep 21, 2018	no	FORT WORTH, TX\|FORT WORTH, TX\|IRVING, TX\|IRVING, TX\|IRVING, TX\|DALLAS, TX	Previous registration
ROSENTHAL ADVISORY SERVICES, L.P.	Former SEC adviser	Jul 24, 2015	Feb 16, 2022	no	FORT WORTH, TX	Previous registration
NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)	Former SEC adviser	Mar 5, 2015	Nov 29, 2017	no	FORTH WORTH, TX\|DALLAS, TX\|IRVING, TX	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
COPPELL ADVISORY SOLUTIONS LLC	ROSS WEALTH GROUP, LLC	Aug 4, 2025	Dec 20, 2024	-227	Firm change after gap	RIA to state RIA
SWMG, LLC	COPPELL ADVISORY SOLUTIONS LLC	Nov 15, 2023	May 21, 2024	188	Firm change	RIA to RIA
BEACON POINTE ADVISORS, LLC	SWMG, LLC	Apr 3, 2023	Sep 20, 2023	170	Firm change	RIA to RIA
ROSENTHAL ADVISORY SERVICES, L.P.	LPL FINANCIAL LLC	Feb 16, 2022	Nov 29, 2017	-1,540	Firm change after gap	RIA to RIA
LPL FINANCIAL LLC	BEACON POINTE ADVISORS, LLC	Sep 21, 2018	Oct 14, 2021	1,119	Firm change after gap	RIA to RIA
NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)	ROSENTHAL ADVISORY SERVICES, L.P.	Nov 29, 2017	Jul 24, 2015	-859	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
114533:6413:TX:2022-02-16	Feb 16, 2022	Nov 29, 2017	FORT WORTH, TX	Firm change after gap
6413:119290:TX:2018-09-21	Sep 21, 2018	Oct 14, 2021	DALLAS, TX	Firm change after gap
29604:114533:TX:2017-11-29	Nov 29, 2017	Jul 24, 2015	IRVING, TX	Firm change after gap

Relationships

Registered with (7)

→ SWMG, LLCRegistered adviserregistration: previous registration
Sep 20, 2023 to Nov 15, 2023factForm ADV
→ ROSS WEALTH GROUP, LLCRegistered adviserregistration: current employment
Dec 20, 2024 to presentfactForm ADV
→ COPPELL ADVISORY SOLUTIONS LLCRegistered adviserregistration: previous registration
May 21, 2024 to Aug 4, 2025factForm ADV
→ BEACON POINTE ADVISORS, LLCRegistered adviserregistration: previous registration
Oct 14, 2021 to Apr 3, 2023factForm ADV
→ ROSENTHAL ADVISORY SERVICES, L.P.Registered adviserregistration: previous registration
Jul 24, 2015 to Feb 16, 2022factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Nov 29, 2017 to Sep 21, 2018factForm ADV
→ NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)Registered adviserregistration: previous registration
Mar 5, 2015 to Nov 29, 2017factForm ADV

Dated events

Occurred
Aug 4, 2025
Advisor changed firm
Stewart Bruce Leafblad left Coppell Advisory Solutions Llc for Ross Wealth Group, Llc (registered 2024-12-20)
Form ADVobserved 6 days ago
Occurred
Nov 15, 2023
Advisor changed firm
Stewart Bruce Leafblad left Swmg, Llc for Coppell Advisory Solutions Llc (registered 2024-05-21)
Form ADVobserved 6 days ago
Occurred
Apr 3, 2023
Advisor changed firm
Stewart Bruce Leafblad left Beacon Pointe Advisors, Llc for Swmg, Llc (registered 2023-09-20)
Form ADVobserved 6 days ago
Occurred
Feb 16, 2022
Advisor changed firm
Stewart Bruce Leafblad left Rosenthal Advisory Services, L.P. for Lpl Financial Llc (registered 2017-11-29)
Form ADVobserved 6 days ago