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

FIREFLY WEALTH MANAGEMENT

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

Oct 1, 2001earliest registration or exam on IAPD

Years in industry

24derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

4

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S66

First exam

Jan 17, 2017

First registration

Mar 7, 2017

Dual registered

no

Other names

JOSHUA LEVINE

IAPD individual key

6729406

• Occurred

  Mar 8, 2024
  Advisor changed firm

  Joshua Ferber Levine left Conquis Financial Llc for Firefly Wealth Management (registered 2024-06-28)

  Form ADVobserved 6 days ago
• Occurred

  Jul 5, 2022
  Advisor changed firm

  Joshua Ferber Levine left Mariner Independent for Conquis Financial Llc (registered 2022-05-19)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:c6c75555-5c6f-298b-211f-df3ee51b6c4d

First observed

Mar 7, 2017

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.