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

GRADIENT WEALTH MANAGEMENT

Current firm class

broker-dealer affiliated wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Oct 26, 2013earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

10derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

12

Exams

S65|S63

First exam

Oct 26, 2013

First registration

Jan 5, 2015

Dual registered

yes, broker-dealer

Other names

JOSHUA FALLENSTEIN|JOSH FALLENSTEIN

IAPD individual key

5904288

Graph

RIA / Wealth Management

Canonical id

dfx:ria:f41d18f5-287f-d3d2-b452-36a9c16d61fb

First observed

Jan 5, 2015

Last observed

Sep 14, 2026 5 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.