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Joshua N Hinojosa

Swan Dfw Financial Solutions, LLC

Fort Worth, TX

CRD 7631604

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Employer firm

Swan Dfw Financial Solutions, LLC CRD 173964

$33.8M regulatory AUM 112 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Swan Dfw Financial Solutions, Llc

Fort Worth, TX • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-09-14
  • TX RA
    APPROVED
    Since 2022-09-14

Branch Locations

Fort Worth, TX • 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
The Hills Church North Richland Hills TX 10/2014 Present
Camp Barnabas Purdy MO 05/2017 09/2017
  • 10/2014 → Present
    The Hills Church
    North Richland Hills, TX
  • 05/2017 → 09/2017
    Camp Barnabas
    Purdy, MO
Other Businesses

Hinojosa and Associates Not investment related 7416 Marsarie Ct. Fort Worth Texas, 76137 Independent Insurance Sales Agent Agent 09/12/2022 20 Hours/Month 10 Hours/Month during trading hours Sell Insurance

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-09-09
  • S65 Uniform Investment Adviser Law Examination
    2022-09-09

View on SEC IAPD

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