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RIA / WealthAdvisor14 years in industry

GEORGE ELIAS

Advisor at ASCENTIS INDEPENDENT ADVISORS, LLC

Brunswick, OH | DALLAS, TX

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Search this name across graphsid dfx:ria:2ebb7079-4ca3-fa84-0c16-6e89bd06e63b

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:01 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Apr 22, 2013 to Sep 15, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ASCENTIS INDEPENDENT ADVISORS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 1, 2011earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Apr 18, 2013
First registration: Apr 22, 2013
Dual registered: no
Other names: GEORGE ELIAS|GEORGE ELIAS
IAPD individual key: 6142944

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ASCENTIS INDEPENDENT ADVISORS, LLC	Independent wealth	Jan 8, 2026	n/a	yes	DALLAS, TX\|Brunswick, OH	Current employment
ORG PARTNERS	Former SEC adviser	Aug 2, 2021	Jan 5, 2026	no	Brunswick, OH\|DALLAS, TX	Previous registration
WEALTHSHIELD PARTNERS, LLC	Independent wealth	Jun 12, 2020	Jul 30, 2021	no	BRUNSWICK, OH	Previous registration
REGAL INVESTMENT ADVISORS LLC	Bd affiliated wealth	Sep 1, 2017	Jun 10, 2020	no	Brunswick, OH\|KENTWOOD, MI	Previous registration
INTEGRITY ALLIANCE, LLC	Bd affiliated wealth	Sep 8, 2015	Sep 1, 2017	no	Brunswick, OH\|BRUNSWICK, OH\|URBANDALE, IA	Previous registration
HARVEST FINANCIAL GROUP, LLC	Former SEC adviser	Feb 13, 2014	Oct 13, 2015	no	BRUNSWICK, OH\|BRUNSWICK, OH\|RICHMOND, VA	Previous registration
INVEST FINANCIAL CORPORATION	Former SEC adviser	Apr 22, 2013	Dec 31, 2013	no	BROADVIEW HEIGHTS, OH	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ORG PARTNERS	ASCENTIS INDEPENDENT ADVISORS, LLC	Jan 5, 2026	Jan 8, 2026	3	Firm change	RIA to RIA
WEALTHSHIELD PARTNERS, LLC	ORG PARTNERS	Jul 30, 2021	Aug 2, 2021	3	Firm change	RIA to new firm
REGAL INVESTMENT ADVISORS LLC	WEALTHSHIELD PARTNERS, LLC	Jun 10, 2020	Jun 12, 2020	2	Firm change	Ibd to RIA
INTEGRITY ALLIANCE, LLC	REGAL INVESTMENT ADVISORS LLC	Sep 1, 2017	Sep 1, 2017	0	Firm change	Other
HARVEST FINANCIAL GROUP, LLC	INTEGRITY ALLIANCE, LLC	Oct 13, 2015	Sep 8, 2015	-35	Firm change after gap	Other
INVEST FINANCIAL CORPORATION	HARVEST FINANCIAL GROUP, LLC	Dec 31, 2013	Feb 13, 2014	44	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
312728:322879:TX:2026-01-05	Jan 5, 2026	Jan 8, 2026	DALLAS, TX	Firm change
169584:312728:OH:2021-07-30	Jul 30, 2021	Aug 2, 2021	BRUNSWICK, OH	Firm change
125004:169584:MI:2020-06-10	Jun 10, 2020	Jun 12, 2020	KENTWOOD, MI	Firm change

Relationships

Registered with (7)

→ ASCENTIS INDEPENDENT ADVISORS, LLCRegistered adviserregistration: current employment
Jan 8, 2026 to presentfactForm ADV
→ ORG PARTNERSRegistered adviserregistration: previous registration
Aug 2, 2021 to Jan 5, 2026factForm ADV
→ WEALTHSHIELD PARTNERS, LLCRegistered adviserregistration: previous registration
Jun 12, 2020 to Jul 30, 2021factForm ADV
→ REGAL INVESTMENT ADVISORS LLCRegistered adviserregistration: previous registration
Sep 1, 2017 to Jun 10, 2020factForm ADV
→ INTEGRITY ALLIANCE, LLCRegistered adviserregistration: previous registration
Sep 8, 2015 to Sep 1, 2017factForm ADV
→ HARVEST FINANCIAL GROUP, LLCRegistered adviserregistration: previous registration
Feb 13, 2014 to Oct 13, 2015factForm ADV
→ INVEST FINANCIAL CORPORATIONRegistered adviserregistration: previous registration
Apr 22, 2013 to Dec 31, 2013factForm ADV

Dated events

Occurred
Jan 5, 2026
Advisor changed firm
George Elias left Org Partners for Ascentis Independent Advisors, Llc (registered 2026-01-08)
Form ADVobserved 4 days ago