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RIA / WealthAdvisor21 years in industry

JOSHUA CHARLES STUDEBAKER

Advisor at LOFTIN WEALTH PARTNERS

JOHNS CREEK, GA

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Search this name across graphsid dfx:ria:f3aca3fc-c910-2f0d-a6df-2f43d36c4f85

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:32 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 3
On other graphs: 0
Observed: Feb 6, 2023 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: LOFTIN WEALTH PARTNERS
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: Aug 1, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: May 9, 2022
First registration: Feb 6, 2023
Dual registered: no
IAPD individual key: 7554770

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
LOFTIN WEALTH PARTNERS	Independent wealth	Jan 9, 2026	n/a	yes	JOHNS CREEK, GA	Current employment
LPL ENTERPRISE, LLC	Bd affiliated wealth	Dec 2, 2025	Jan 22, 2026	no	ATLANTA, GA	Previous registration
BJM FINANCIAL INC	State registered	Feb 6, 2025	Jan 19, 2026	no	DULUTH, GA	Previous registration
BJM FINANCIAL INC	State registered	Feb 20, 2024	Dec 31, 2024	no	Duluth, GA	Previous registration
49 FINANCIAL	Independent wealth	Feb 6, 2023	Feb 27, 2024	no	Atlanta, GA\|AUSTIN, TX	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
LPL ENTERPRISE, LLC	LOFTIN WEALTH PARTNERS	Jan 22, 2026	Jan 9, 2026	-13	Firm change	Ibd to RIA
BJM FINANCIAL INC	LPL ENTERPRISE, LLC	Jan 19, 2026	Dec 2, 2025	-48	Firm change after gap	Other
49 FINANCIAL	BJM FINANCIAL INC	Feb 27, 2024	Feb 20, 2024	-7	Firm change	RIA to state RIA

Relationships

Registered with (4)

→ LOFTIN WEALTH PARTNERSRegistered adviserregistration: current employment
Jan 9, 2026 to presentfactForm ADV
→ LPL ENTERPRISE, LLCRegistered adviserregistration: previous registration
Dec 2, 2025 to Jan 22, 2026factForm ADV
→ BJM FINANCIAL INCRegistered adviserregistration: previous registration
Feb 6, 2025 to Jan 19, 2026factForm ADV
→ 49 FINANCIALRegistered adviserregistration: previous registration
Feb 6, 2023 to Feb 27, 2024factForm ADV

Dated events

Occurred
Jan 22, 2026
Advisor changed firm
Joshua Charles Studebaker left Lpl Enterprise, Llc for Loftin Wealth Partners (registered 2026-01-09)
Form ADVobserved 4 days ago
Occurred
Jan 19, 2026
Advisor changed firm
Joshua Charles Studebaker left Bjm Financial Inc for Lpl Enterprise, Llc (registered 2025-12-02)
Form ADVobserved 4 days ago
Occurred
Feb 27, 2024
Advisor changed firm
Joshua Charles Studebaker left 49 Financial for Bjm Financial Inc (registered 2024-02-20)
Form ADVobserved 4 days ago