DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at ASCENSUS INVESTMENT ADVISORS, LLC
NEEDHAM, MA | ORCHARD PARK, NY
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 12, 2026 | n/a | yes | NEEDHAM, MA|ORCHARD PARK, NY | Current employment |
| NATIONWIDE INVESTMENT ADVISORS, LLC | Bd affiliated wealth | Oct 6, 2022 | Oct 27, 2025 | no | COLUMBUS, OH | Previous registration |
| PRINCIPAL SECURITIES, INC. | Bd affiliated wealth | Jan 28, 2008 | May 27, 2014 | no | TAMPA, FL|DES MOINES, IA|TAMPA, FL|TAMPA, FL|WILLIAMSVILLE, NY|NEW YORK, NY|JACKSONVILLE, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| NATIONWIDE INVESTMENT ADVISORS, LLC | ASCENSUS INVESTMENT ADVISORS, LLC | Oct 27, 2025 | Feb 12, 2026 | 108 | Firm change | Other |
| PRINCIPAL SECURITIES, INC. | NATIONWIDE INVESTMENT ADVISORS, LLC | May 27, 2014 | Oct 6, 2022 | 3,054 | Firm change after gap | Other |