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

Joshua Darrin Mudse

Cerity Partners LLCindependent RIANew York, Ny IA-onlyIAPD 3105171

Certified Financial Planner

Feed of 09/14/2026

Also filed as Joshua Darren Mudse

At current firm

0 y

since May 12, 2026

In the industry

25 y

since Mar 5, 2001 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Cerity Partners LLC independent RIA current
since May 12, 2026 · Sneads Ferry, Nc
Atlas independent RIA
May 23, 2025 to May 1, 2026 · Frisco, Tx
Oneascent Financial Services LLC independent RIA
Oct 23, 2024 to May 15, 2025 · Sneads Ferry, Nc
Family Financial independent RIA
Mar 21, 2022 to Sep 27, 2024 · Manhattan Beach, Ca
Running Point Capital Advisors LLC former
Feb 3, 2021 to Aug 3, 2022 · El Segundo, Ca
Carnegie Investment Counsel independent RIA
Nov 7, 2018 to Mar 17, 2020 · Pepper Pike, Oh
Munn Wealth Management, LLC independent RIA
Jul 14, 2015 to Oct 2, 2018 · Maumee, Oh
MML Investors Services, LLC BD affiliated
Jul 25, 2014 to Jul 1, 2015 · Toledo, Oh
Charles Schwab & Co., Inc. national BD
Mar 29, 2001 to Mar 19, 2013 · Sylvania, Oh

Moves

a registration end followed by a registration begin elsewhere

Atlas to Cerity Partners LLC
left May 1, 2026, registered May 12, 2026 (11 days) · RIA to RIA
Oneascent Financial Services LLC to Atlas
left May 15, 2025, registered May 23, 2025 (8 days) · RIA to RIA
Family Financial to Oneascent Financial Services LLC
left Sep 27, 2024, registered Oct 23, 2024 (26 days) · RIA to RIA
Running Point Capital Advisors LLC to Family Financial
left Aug 3, 2022, registered Mar 21, 2022 (-135 days) · RIA to a newly registered adviser
Carnegie Investment Counsel to Running Point Capital Advisors LLC
left Mar 17, 2020, registered Feb 3, 2021 (323 days) · RIA to RIA
Munn Wealth Management, LLC to Carnegie Investment Counsel
left Oct 2, 2018, registered Nov 7, 2018 (36 days) · RIA to RIA
MML Investors Services, LLC to Munn Wealth Management, LLC
left Jul 1, 2015, registered Jul 14, 2015 (13 days) · Other
Charles Schwab & Co., Inc. to MML Investors Services, LLC
left Mar 19, 2013, registered Jul 25, 2014 (493 days) · Other

Signals

Joshua Darrin Mudse left Atlas for Cerity Partners Llc (registered 2026-05-12)
May 1, 2026 · Advisor changed firm · fact
Joshua Darrin Mudse left Oneascent Financial Services Llc for Atlas (registered 2025-05-23)
May 15, 2025 · Advisor changed firm · fact
Joshua Darrin Mudse left Family Financial for Oneascent Financial Services Llc (registered 2024-10-23)
Sep 27, 2024 · Advisor changed firm · fact
Joshua Darrin Mudse left Running Point Capital Advisors Llc for Family Financial (registered 2022-03-21)
Aug 3, 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: 25derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address