Stewart Leafblad has been an investment adviser representative at SWMG since October 2025, and is not listed among the firm’s executive officers or direct owners.
SWMG, LLC is a Fort Worth, TX firm with $430M under management, 429 clients and 5 advisers in one office, as of its August 2026 filing.
Stewart Leafblad’s longest registration was 6 years at Rosenthal Advisory Services, L.P. (2015–2022). Before joining SWMG in 2025, Stewart Leafblad was registered through Coppell Advisory Solutions LLC and Beacon Pointe Advisors, LLC.
- Ross Wealth Group, LLCAlso current– present · 1 yearArlington, TX · Adviser representative · Firm CRD 331750
- Coppell Advisory Solutions LLC– · 1 yearArlington, TX · Adviser representative · Firm CRD 156549
- Beacon Pointe Advisors, LLC– · 1 yearFort Worth, TX · Adviser representative · Firm CRD 119290
- LPL Financial LLC– · under a yearFort Worth, TX · Adviser representative · Firm CRD 6413
- Rosenthal Advisory Services, L.P.– · 6 yearsFort Worth, TX · Adviser representative · Firm CRD 114533
- National Planning Corporation ("NPC of America" in FL & NY)– · 2 yearsForth Worth, TX · Adviser representative · Firm CRD 29604
Investment adviser representative registrations
Stewart Leafblad is registered as an investment adviser representative in 3 states. The first approvals date from December 2024; the most recent is California, in July 2026.
- CaliforniaSince 8 July 2026
- ColoradoSince 25 June 2026
- TexasSince 20 December 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 13 February 2015 |
| Series 7 | General Securities Representative Examination | 16 September 2014 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Stewart Bruce Leafblad
- CRD
- 2765315
- Firm
- SWMG · CRD 166688
- Office
- 3343 LOCKE AVE, STE 107, Fort Worth, TX 76107
- Registration
- Investment adviser registration
- In the industry since
- September 2015
- Disciplinary history
- Not yet shown here · SEC record
Where does Stewart Leafblad work?
Stewart Leafblad is an investment adviser representative registered through SWMG, LLC since October 2025, and is not listed among the firm’s executive officers or direct owners.
Is Stewart Leafblad a financial advisor?
Yes. Stewart Leafblad has a current investment-adviser registration in California, Colorado and Texas, through SWMG since October 2025.
How many years of experience does Stewart Leafblad have?
Stewart Leafblad has 11 years in the financial industry, since September 2015, across 7 adviser firms.
What exams has Stewart Leafblad passed?
Stewart Leafblad has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in September 2014. FINRA credited Stewart Leafblad with the SIE, which began in October 2018.
Where did Stewart Leafblad work before SWMG?
Before SWMG, Stewart Leafblad was registered through Coppell Advisory Solutions LLC, May 2024 to August 2025; Beacon Pointe Advisors, LLC, October 2021 to April 2023; LPL Financial LLC, November 2017 to September 2018; Rosenthal Advisory Services, L.P., July 2015 to February 2022; National Planning Corporation ("NPC of America" in FL & NY), March 2015 to November 2017.
Where is Stewart Leafblad based?
Stewart Leafblad’s registered office is in Fort Worth, TX.
Is Stewart Leafblad registered with FINRA?
No. Stewart Leafblad has no current broker registration.
How can I verify Stewart Leafblad’s record?
Search CRD 2765315 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Stewart Leafblad’s full registration record.
