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

KRILOGY

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

Jan 1, 2010earliest registration or exam on IAPD

Years in industry

16derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

4

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S66

First exam

Mar 12, 2014

First registration

Jun 16, 2014

Dual registered

no

IAPD individual key

5752552

• Occurred

  Mar 23, 2026
  Advisor changed firm

  Joshua Paul Statler left Focus Partners Wealth, Llc for Krilogy (registered 2026-05-05)

  Form ADVobserved 6 days ago
• Occurred

  Apr 11, 2025
  Advisor changed firm

  Joshua Paul Statler left 25 Financial for Focus Partners Wealth, Llc (registered 2025-03-26)

  Form ADVobserved 6 days ago
• Occurred

  Oct 27, 2023
  Advisor changed firm

  Joshua Paul Statler left Arete Wealth Advisors, Llc for 25 Financial (registered 2024-07-15)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:b4df9f17-b9c9-7644-5f89-dd575f81af19

First observed

Jun 16, 2014

Last observed

Sep 14, 2026 7 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.