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RIA / WealthAdvisordual registered (broker-dealer)33 years in industry

Dana Gordon

Advisor at JOSEPH WEALTH MANAGEMENT, LLC

ATLANTA, GA | FOREST PARK, IL | Marietta, GA

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Search this name across graphsid dfx:ria:b5cbbeb2-0b73-7d9a-d9ff-32cd7bbe5f6b

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:18 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: May 8, 2003 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: JOSEPH WEALTH MANAGEMENT, LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 16, 1993earliest registration or exam on IAPD
Years in industry: 33derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S63|S65
First exam: Aug 16, 1993
First registration: May 8, 2003
Dual registered: yes, broker-dealer
Other names: DANA LYNTON GORDON
IAPD individual key: 2353694

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
JOSEPH WEALTH MANAGEMENT, LLC	State registered	Apr 8, 2026	n/a	yes	FOREST PARK, IL\|Marietta, GA\|ATLANTA, GA	Current employment
EAGLE STRATEGIES LLC	Bd affiliated wealth	Dec 6, 2017	Jul 22, 2025	no	MARIETTA, GA\|ATLANTA, GA\|ALPHARETTA, GA	Previous registration
EAGLE STRATEGIES LLC	Bd affiliated wealth	Sep 22, 2010	May 26, 2016	no	ATLANTA, GA	Previous registration
TRUIST SECURITIES, INC.	n/a	Feb 24, 2005	Jan 10, 2007	no	ATLANTA, GA\|ATLANTA, GA	Previous registration
SUNTRUST INVESTMENT SERVICES, INC.	Former SEC adviser	May 8, 2003	Jul 30, 2008	no	ATLANTA, GA\|ATLANTA, GA	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
EAGLE STRATEGIES LLC	JOSEPH WEALTH MANAGEMENT, LLC	Jul 22, 2025	Apr 8, 2026	260	Firm change	Ibd to state RIA
SUNTRUST INVESTMENT SERVICES, INC.	TRUIST SECURITIES, INC.	Jul 30, 2008	Feb 24, 2005	-1,252	Firm change after gap	Other
TRUIST SECURITIES, INC.	EAGLE STRATEGIES LLC	Jan 10, 2007	Sep 22, 2010	1,351	Firm change after gap	Other

Relationships

Registered with (4)

→ JOSEPH WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Apr 8, 2026 to presentfactForm ADV
→ EAGLE STRATEGIES LLCRegistered adviserregistration: previous registration
Dec 6, 2017 to Jul 22, 2025factForm ADV
→ SUNTRUST INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
May 8, 2003 to Jul 30, 2008factForm ADV
→ TRUIST SECURITIES, INC.Registered adviserregistration: previous registration
Feb 24, 2005 to Jan 10, 2007factForm ADV

Dated events

Occurred
Jul 22, 2025
Advisor changed firm
Dana Gordon left Eagle Strategies Llc for Joseph Wealth Management, Llc (registered 2026-04-08)
Form ADVobserved 6 days ago