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RIA / WealthAdvisor22 years in industry

RYAN MICHAEL USZENSKI

Advisor at ASCENTIS WEALTH MANAGEMENT, LLC

DALLAS, TX | St. Thomas, VI

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Search this name across graphsid dfx:ria:3a1579d6-bbd3-cd41-1d32-9bbe28a06794

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:42 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Mar 8, 2005 to Sep 14, 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 WEALTH MANAGEMENT, 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: Dec 8, 2003earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Dec 8, 2003
First registration: Mar 8, 2005
Dual registered: no
IAPD individual key: 4726467

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 WEALTH MANAGEMENT, LLC	Independent wealth	Feb 4, 2026	n/a	yes	St. Thomas, VI\|DALLAS, TX	Current employment
ORG PARTNERS	Former SEC adviser	May 9, 2022	Jan 5, 2026	no	DALLAS, TX\|St Thomas, VI	Previous registration
WEALTHSHIELD PARTNERS, LLC	Independent wealth	May 22, 2017	Aug 30, 2022	no	CARY, NC	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Apr 7, 2009	May 1, 2017	no	CHARLOTTE AMALIE, VI\|SAINT THOMAS, VI	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Mar 8, 2005	Apr 15, 2009	no	ST. THOMAS, VI\|ST. THOMAS, VI	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 WEALTH MANAGEMENT, LLC	Jan 5, 2026	Feb 4, 2026	30	Firm change	RIA to RIA
WEALTHSHIELD PARTNERS, LLC	ORG PARTNERS	Aug 30, 2022	May 9, 2022	-113	Firm change after gap	RIA to RIA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	WEALTHSHIELD PARTNERS, LLC	May 1, 2017	May 22, 2017	21	Firm change	Other
UBS FINANCIAL SERVICES INC.	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Apr 15, 2009	Apr 7, 2009	-8	Firm change	Wirehouse to wirehouse

Relationships

Registered with (5)

→ ASCENTIS WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Feb 4, 2026 to presentfactForm ADV
→ ORG PARTNERSRegistered adviserregistration: previous registration
May 9, 2022 to Jan 5, 2026factForm ADV
→ WEALTHSHIELD PARTNERS, LLCRegistered adviserregistration: previous registration
May 22, 2017 to Aug 30, 2022factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Apr 7, 2009 to May 1, 2017factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Mar 8, 2005 to Apr 15, 2009factForm ADV

Dated events

Occurred
Jan 5, 2026
Advisor changed firm
Ryan Michael Uszenski left Org Partners for Ascentis Wealth Management, Llc (registered 2026-02-04)
Form ADVobserved 4 days ago
Occurred
Aug 30, 2022
Advisor changed firm
Ryan Michael Uszenski left Wealthshield Partners, Llc for Org Partners (registered 2022-05-09)
Form ADVobserved 4 days ago