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RIA / WealthAdvisor18 years in industry

PHILLIP GEOFFREY TRUEBLOOD

Advisor at TRUEBLOOD WEALTH MANAGEMENT, LLC

LIMA, OH

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Search this name across graphsid dfx:ria:e56ba30a-bff5-8a7a-a1fa-5a96bcbbc627

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:03 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jan 1, 2008 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: TRUEBLOOD WEALTH MANAGEMENT, 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: Dec 21, 2007earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Dec 21, 2007
First registration: Jan 1, 2008
Dual registered: no
IAPD individual key: 5434510

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
TRUEBLOOD WEALTH MANAGEMENT, LLC	Independent wealth	Jun 3, 2022	n/a	yes	LIMA, OH	Current employment
STIFEL, NICOLAUS & COMPANY, INCORPORATED	National bd RIA	Jul 29, 2011	May 10, 2022	no	LIMA, OH	Previous registration
A. G. EDWARDS & SONS, INC.	n/a	Jan 2, 2008	Jan 1, 2008	no	LIMA, OH\|ST. LOUIS, MO	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Jan 1, 2008	Jul 29, 2011	no	LIMA, 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
STIFEL, NICOLAUS & COMPANY, INCORPORATED	TRUEBLOOD WEALTH MANAGEMENT, LLC	May 10, 2022	Jun 3, 2022	24	Firm change	Ibd to new firm
WELLS FARGO ADVISORS	A. G. EDWARDS & SONS, INC.	Jul 29, 2011	Jan 2, 2008	-1,304	Firm change after gap	Other
A. G. EDWARDS & SONS, INC.	STIFEL, NICOLAUS & COMPANY, INCORPORATED	Jan 1, 2008	Jul 29, 2011	1,305	Firm change after gap	Other

Relationships

Registered with (4)

→ TRUEBLOOD WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Jun 3, 2022 to presentfactForm ADV
→ STIFEL, NICOLAUS & COMPANY, INCORPORATEDRegistered adviserregistration: previous registration
Jul 29, 2011 to May 10, 2022factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jan 1, 2008 to Jul 29, 2011factForm ADV
→ A. G. EDWARDS & SONS, INC.Registered adviserregistration: previous registration
Jan 2, 2008 to Jan 1, 2008factForm ADV

Dated events

Occurred
May 10, 2022
Advisor changed firm
Phillip Geoffrey Trueblood left Stifel, Nicolaus & Company, Incorporated for Trueblood Wealth Management, Llc (registered 2022-06-03)
Form ADVobserved 5 days ago