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 Warren Tschirgi
Certified Financial Planner
Feed of 09/14/2026
Also filed as Joshua Warren Tschirgi
At current firm
7 y
since Jan 3, 2019
In the industry
14 y
since Oct 17, 2011 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Independent Financial Group, LLC BD affiliated currentsince Jan 3, 2019 · West Linn, Or
- Creativeone Securities, LLC BD affiliatedSep 19, 2017 to Dec 31, 2018 · Vancouver, Wa
- Somerset Wealth Management, LLC state registeredJun 1, 2016 to Oct 10, 2017 · Portland, Or
- Wells Fargo Advisors wirehouseSep 30, 2014 to Jan 5, 2015 · Vancouver, Wa
- Morgan Stanley wirehouseOct 18, 2011 to Aug 7, 2014 · Portland, Or
Moves
a registration end followed by a registration begin elsewhere
- Creativeone Securities, LLC to Independent Financial Group, LLCleft Dec 31, 2018, registered Jan 3, 2019 (3 days) · Affiliated broker-dealer or bank to another
- Somerset Wealth Management, LLC to Creativeone Securities, LLCleft Oct 10, 2017, registered Sep 19, 2017 (-21 days) · Other
- Wells Fargo Advisors to Somerset Wealth Management, LLCleft Jan 5, 2015, registered Jun 1, 2016 (513 days) · Wirehouse to a state-registered adviser
- Morgan Stanley to Wells Fargo Advisorsleft Aug 7, 2014, registered Sep 30, 2014 (54 days) · Wirehouse to wirehouse
Signals
No dated event on this person.
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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 14derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address