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Current Employers
Swmg, Llc

3343 Locke Ave Ste 107, Fort Worth, TX 76107 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-07-08
CO RA APPROVED 2026-06-25
TX RA APPROVED 2025-10-22
  • CA RA
    APPROVED
    Since 2026-07-08
  • CO RA
    APPROVED
    Since 2026-06-25
  • TX RA
    APPROVED
    Since 2025-10-22

Branch Locations

3343 Locke Ave Ste 107, Fort Worth, TX 76107 • United States

Ross Wealth Group, Llc

1325 W. Randol Mill Rd. Suite 100, Arlington, TX 76012 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-12-20
  • TX RA
    APPROVED
    Since 2024-12-20

Branch Locations

1325 W. Randol Mill Rd. Ste. 100, Arlington, TX 76012 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
National Planning Corporation Fort Worth TX 04/2014 11/2017
Rosenthal Retirement Planning, Lp Ft. Worth TX 04/2014 09/2021
Beacon Pointe Advisors, Llc Fort Worth TX 10/2021 04/2023
Beacon Pointe Advisors, Llc Fort Worth TX 10/2021 04/2023
Strittmatter Wealth Group Fort Worth TX 09/2023 11/2023
Unemployed Fort Worth TX 04/2023 09/2023
Coppell Advisory Solutions Llc Coppell TX 05/2024 07/2024
Russ Ross Consultants, Llc Coppell TX 01/2024 07/2025
Ross Wealth Group, Llc Arlington TX 08/2024 07/2025
Strittmatter Wealth Group Fort Worth TX 08/2025 Present
  • 04/2014 → 11/2017
    National Planning Corporation
    Fort Worth, TX
  • 04/2014 → 09/2021
    Rosenthal Retirement Planning, Lp
    Ft. Worth, TX
  • 10/2021 → 04/2023
    Fort Worth, TX
  • 10/2021 → 04/2023
    Fort Worth, TX
  • 09/2023 → 11/2023
    Strittmatter Wealth Group
    Fort Worth, TX
  • 04/2023 → 09/2023
    Unemployed
    Fort Worth, TX
  • 05/2024 → 07/2024
    Coppell, TX
  • 01/2024 → 07/2025
    Russ Ross Consultants, Llc
    Coppell, TX
  • 08/2024 → 07/2025
    Arlington, TX
  • 08/2025 → Present
    Strittmatter Wealth Group
    Fort Worth, TX
Previous Registrations
  • 2024-05-21 → 2025-08-04
    Arlington, TX
    Dallas, TX
  • 2023-09-20 → 2023-11-15
    Fort Worth, TX
  • 2021-10-14 → 2023-04-03
    Fort Worth, TX
    Newport Beach, CA
  • 2015-07-24 → 2022-02-16
    Rosenthal Advisory Services, L.P.
    Fort Worth, TX
  • 2017-11-29 → 2018-09-21
    Fort Worth, TX
    Fort Worth, TX
    Irving, TX
    Irving, TX
    Irving, TX
    Dallas, TX
  • 2015-03-05 → 2017-11-29
    National Planning Corporation
    Forth Worth, TX
    Dallas, TX
    Irving, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-02-13
  • S66 Uniform Combined State Law Examination
    2015-02-13
Other Names
  • Stew Leafblad
  • Stew Bruce Leafblad

View on SEC IAPD

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