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

IDEAL FINANCIAL PLANNING

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

Sep 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Designations

Certified Financial Planner|Personal Financial Specialist

First registration

Jan 16, 2016

Dual registered

no

IAPD individual key

6603668

• Occurred

  Aug 4, 2025
  Advisor changed firm

  Joshua David Morris left Range Advisory, Llc for Ideal Financial Planning (registered 2025-11-21)

  Form ADVobserved 6 days ago
• Occurred

  Oct 25, 2024
  Advisor changed firm

  Joshua David Morris left Strategic Financial Planning, Inc. for Range Advisory, Llc (registered 2024-11-04)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:c9a04bbd-dcc3-0964-10cd-6cb21836a9ed

First observed

Jan 16, 2016

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.