DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Stewart Bruce Leafblad

Swmg, LLCindependent RIAArlington, Tx IA-onlyIAPD 2765315

Feed of 09/15/2026

Also filed as Stew Leafblad

At current firm

1 y

since Dec 20, 2024

In the industry

12 y

since Apr 1, 2014 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Swmg, LLC independent RIA current
since Oct 22, 2025 · Fort Worth, Tx
Ross Wealth Group, LLC state registered current
since Dec 20, 2024 · Arlington, Tx
Coppell Advisory Solutions LLC independent RIA
May 21, 2024 to Aug 4, 2025 · Arlington, Tx
Swmg, LLC independent RIA
Sep 20, 2023 to Nov 15, 2023 · Fort Worth, Tx
Beacon Pointe Advisors, LLC independent RIA
Oct 14, 2021 to Apr 3, 2023 · Fort Worth, Tx
LPL Financial LLC BD affiliated
Nov 29, 2017 to Sep 21, 2018 · Fort Worth, Tx
Rosenthal Advisory Services, L.P. former
Jul 24, 2015 to Feb 16, 2022 · Fort Worth, Tx
National Planning Corporation ("Npc Of America" In Fl & Ny) former
Mar 5, 2015 to Nov 29, 2017 · Forth Worth, Tx

Moves

a registration end followed by a registration begin elsewhere

Coppell Advisory Solutions LLC to Ross Wealth Group, LLC
left Aug 4, 2025, registered Dec 20, 2024 (-227 days) · RIA to a state-registered adviser
Swmg, LLC to Coppell Advisory Solutions LLC
left Nov 15, 2023, registered May 21, 2024 (188 days) · RIA to RIA
Beacon Pointe Advisors, LLC to Swmg, LLC
left Apr 3, 2023, registered Sep 20, 2023 (170 days) · RIA to RIA
Rosenthal Advisory Services, L.P. to LPL Financial LLC
left Feb 16, 2022, registered Nov 29, 2017 (-1540 days) · RIA to RIA · moved with a team
LPL Financial LLC to Beacon Pointe Advisors, LLC
left Sep 21, 2018, registered Oct 14, 2021 (1119 days) · RIA to RIA · moved with a team
National Planning Corporation ("Npc Of America" In Fl & Ny) to Rosenthal Advisory Services, L.P.
left Nov 29, 2017, registered Jul 24, 2015 (-859 days) · Other · moved with a team

Signals

Stewart Bruce Leafblad left Coppell Advisory Solutions Llc for Ross Wealth Group, Llc (registered 2024-12-20)
Aug 4, 2025 · Advisor changed firm · fact
Stewart Bruce Leafblad left Swmg, Llc for Coppell Advisory Solutions Llc (registered 2024-05-21)
Nov 15, 2023 · Advisor changed firm · fact
Stewart Bruce Leafblad left Beacon Pointe Advisors, Llc for Swmg, Llc (registered 2023-09-20)
Apr 3, 2023 · Advisor changed firm · fact
Stewart Bruce Leafblad left Rosenthal Advisory Services, L.P. for Lpl Financial Llc (registered 2017-11-29)
Feb 16, 2022 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 12derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address