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RIA / WealthAdvisorCertified Financial Planner25 years in industry

JOSHUA DARRIN MUDSE

Advisor at CERITY PARTNERS LLC

NEW YORK, NY | SNEADS FERRY, NC

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Search this name across graphsid dfx:ria:d21765c1-ac8b-76ca-4336-71921b8b5a7a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:55 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 4
On other graphs: 0
Observed: Mar 29, 2001 to Sep 14, 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: CERITY PARTNERS LLC
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: Mar 5, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 8
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66|S63
First exam: Mar 5, 2001
First registration: Mar 29, 2001
Dual registered: no
Other names: JOSHUA DARREN MUDSE
IAPD individual key: 3105171

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
CERITY PARTNERS LLC	Independent wealth	May 12, 2026	n/a	yes	SNEADS FERRY, NC\|NEW YORK, NY	Current employment
Atlas	Independent wealth	May 23, 2025	May 1, 2026	no	FRISCO, TX\|Sneads Ferry, NC	Previous registration
ONEASCENT FINANCIAL SERVICES LLC	Independent wealth	Oct 23, 2024	May 15, 2025	no	Sneads Ferry, NC\|BIRMINGHAM, AL	Previous registration
FAMILY FINANCIAL	Independent wealth	Mar 21, 2022	Sep 27, 2024	no	MANHATTAN BEACH, CA\|Toledo, OH\|SNEADS FERRY, NC	Previous registration
RUNNING POINT CAPITAL ADVISORS LLC	Former SEC adviser	Feb 3, 2021	Aug 3, 2022	no	El Segundo, CA	Previous registration
CARNEGIE INVESTMENT COUNSEL	Independent wealth	Nov 7, 2018	Mar 17, 2020	no	PEPPER PIKE, OH\|Los Angeles, CA\|PEPPER PIKE, OH	Previous registration
MUNN WEALTH MANAGEMENT, LLC	Independent wealth	Jul 14, 2015	Oct 2, 2018	no	MAUMEE, OH	Previous registration
MML INVESTORS SERVICES, LLC	Bd affiliated wealth	Jul 25, 2014	Jul 1, 2015	no	Toledo, OH	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Mar 29, 2001	Mar 19, 2013	no	Sylvania, OH\|SYLVANIA, OH	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
Atlas	CERITY PARTNERS LLC	May 1, 2026	May 12, 2026	11	Firm change	RIA to RIA
ONEASCENT FINANCIAL SERVICES LLC	Atlas	May 15, 2025	May 23, 2025	8	Firm change	RIA to RIA
FAMILY FINANCIAL	ONEASCENT FINANCIAL SERVICES LLC	Sep 27, 2024	Oct 23, 2024	26	Firm change	RIA to RIA
RUNNING POINT CAPITAL ADVISORS LLC	FAMILY FINANCIAL	Aug 3, 2022	Mar 21, 2022	-135	Firm change after gap	RIA to new firm
CARNEGIE INVESTMENT COUNSEL	RUNNING POINT CAPITAL ADVISORS LLC	Mar 17, 2020	Feb 3, 2021	323	Firm change	RIA to RIA
MUNN WEALTH MANAGEMENT, LLC	CARNEGIE INVESTMENT COUNSEL	Oct 2, 2018	Nov 7, 2018	36	Firm change	RIA to RIA
MML INVESTORS SERVICES, LLC	MUNN WEALTH MANAGEMENT, LLC	Jul 1, 2015	Jul 14, 2015	13	Firm change	Other
CHARLES SCHWAB & CO., INC.	MML INVESTORS SERVICES, LLC	Mar 19, 2013	Jul 25, 2014	493	Firm change after gap	Other

Relationships

Registered with (9)

→ CERITY PARTNERS LLCRegistered adviserregistration: current employment
May 12, 2026 to presentfactForm ADV
→ ATLASRegistered adviserregistration: previous registration
May 23, 2025 to May 1, 2026factForm ADV
→ ONEASCENT FINANCIAL SERVICES LLCRegistered adviserregistration: previous registration
Oct 23, 2024 to May 15, 2025factForm ADV
→ FAMILY FINANCIALRegistered adviserregistration: previous registration
Mar 21, 2022 to Sep 27, 2024factForm ADV
→ RUNNING POINT CAPITAL ADVISORS LLCRegistered adviserregistration: previous registration
Feb 3, 2021 to Aug 3, 2022factForm ADV
→ CARNEGIE INVESTMENT COUNSELRegistered adviserregistration: previous registration
Nov 7, 2018 to Mar 17, 2020factForm ADV
→ MUNN WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jul 14, 2015 to Oct 2, 2018factForm ADV
→ MML INVESTORS SERVICES, LLCRegistered adviserregistration: previous registration
Jul 25, 2014 to Jul 1, 2015factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Mar 29, 2001 to Mar 19, 2013factForm ADV

Dated events

Occurred
May 1, 2026
Advisor changed firm
Joshua Darrin Mudse left Atlas for Cerity Partners Llc (registered 2026-05-12)
Form ADVobserved 6 days ago
Occurred
May 15, 2025
Advisor changed firm
Joshua Darrin Mudse left Oneascent Financial Services Llc for Atlas (registered 2025-05-23)
Form ADVobserved 6 days ago
Occurred
Sep 27, 2024
Advisor changed firm
Joshua Darrin Mudse left Family Financial for Oneascent Financial Services Llc (registered 2024-10-23)
Form ADVobserved 6 days ago
Occurred
Aug 3, 2022
Advisor changed firm
Joshua Darrin Mudse left Running Point Capital Advisors Llc for Family Financial (registered 2022-03-21)
Form ADVobserved 6 days ago