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Detailed Report
STEWART BRUCE LEAFBLAD
STEW LEAFBLAD, Stew Bruce Leafblad
CRD#: 2765315
IA
Investment Adviser
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Previous Broker
ROSS WEALTH GROUP, LLCCRD#: 331750 1325 W. Randol Mill Rd.
Ste. 100
Arlington, TX 76012
Registration History
20142015201620172018201920202021202220232024202520262 FIRMS2024 - Present (<1 year)BPURSHE KAPLAN STERLING INVESTMENTS (CRD# 35747)2022 - 2023 (<1 year)BLPL FINANCIAL LLC (CRD# 6413)2017 - 2021 (3 years)BNATIONAL PLANNING CORPORATION (CRD# 29604)2014 - 2017 (3 years)IASWMG, LLC (CRD# 166688)2023 - 2023 (<1 year)IABEACON POINTE ADVISORS, LLC (CRD# 119290)2021 - 2023 (1 year)IAROSENTHAL ADVISORY SERVICES, L.P. (CRD# 114533)2015 - 2022 (6 years)IALPL FINANCIAL LLC (CRD# 6413)2017 - 2018 (<1 year)IANATIONAL PLANNING CORPORATION ... (CRD# 29604)2015 - 2017 (2 years)
License(s)

State Registrations

IA
Texas 5/21/2024
Current Registration(s)
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ROSS WEALTH GROUP, LLC (CRD#:331750)
1325 W. Randol Mill Rd. Ste. 100, Arlington, TX 76012
Registered with this firm since 12/20/2024
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COPPELL ADVISORY SOLUTIONS LLC (CRD#:156549)
1325 W. Randol Mill Rd. Suite 100, Arlington, TX 76012
Registered with this firm since 5/21/2024
Previous Registration(s)
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 09/20/2023 - 11/15/2023 SWMG, LLC (CRD#:166688) FORT WORTH, TX
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 08/17/2022 - 04/05/2023 PURSHE KAPLAN STERLING INVESTMENTS (CRD#:35747) Fort Worth, TX
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 10/14/2021 - 04/03/2023 BEACON POINTE ADVISORS, LLC (CRD#:119290) Fort Worth, TX
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 07/24/2015 - 02/16/2022 ROSENTHAL ADVISORY SERVICES, L.P. (CRD#:114533) FORT WORTH, TX
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 11/29/2017 - 10/07/2021 LPL FINANCIAL LLC (CRD#:6413) FORT WORTH, TX
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 11/29/2017 - 09/21/2018 LPL FINANCIAL LLC (CRD#:6413) FORT WORTH, TX
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 03/05/2015 - 11/29/2017 NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY) (CRD#:29604) FORTH WORTH, TX
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 09/16/2014 - 11/29/2017 NATIONAL PLANNING CORPORATION (CRD#:29604) FORTH WORTH, TX
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.