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

MAGNOLIA WEALTH

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 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S65

First exam

Oct 2, 2023

First registration

Oct 3, 2023

Dual registered

no

Other names

Joshua R Chandler

IAPD individual key

7801569

• Occurred

  Mar 12, 2025
  Advisor departed, no destination yet

  Joshua Robert Chandler no longer registered at Metamorphic Capital; no later IA registration on IAPD

  Form ADVobserved 6 days ago
• Occurred

  Dec 31, 2024
  Advisor changed firm

  Joshua Robert Chandler left Metamorphic Capital for Magnolia Wealth (registered 2024-12-18)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:b99e3609-8a3a-d398-f7fa-d4f98415cf8c

First observed

Oct 3, 2023

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.