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Advisor at ASCENSUS INVESTMENT ADVISORS, LLC
NEEDHAM, MA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| ASCENSUS INVESTMENT ADVISORS, LLC | Institutional manager | Feb 11, 2026 | n/a | yes | NEEDHAM, MA | Current employment |
| ORION PORTFOLIO SOLUTIONS, LLC | Bd affiliated wealth | Jan 17, 2023 | Jun 3, 2025 | no | Hudson, MA|OMAHA, NE | Previous registration |
| ORION PORTFOLIO SOLUTIONS, LLC | Former SEC adviser | Mar 3, 2021 | Jan 6, 2023 | no | Hudson, MA|OMAHA, NE | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ORION PORTFOLIO SOLUTIONS, LLC | ASCENSUS INVESTMENT ADVISORS, LLC | Jun 3, 2025 | Feb 11, 2026 | 253 | Firm change | Other |
| ORION PORTFOLIO SOLUTIONS, LLC | ORION PORTFOLIO SOLUTIONS, LLC | Jan 6, 2023 | Jan 17, 2023 | 11 | Bulk transfer | RIA to ibd |