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RIA / WealthAdvisorCertified Financial Planner26 years in industry

THOMAS CLARKSON WORTH

Advisor at ASCENTIS INDEPENDENT ADVISORS, LLC

DALLAS, TX | Charlotte, NC

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Search this name across graphsid dfx:ria:5646523f-38d8-96b9-783a-5a0bf5b3c18f

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:54 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Dec 31, 2001 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: May 12, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65|S63
First exam: May 12, 2000
First registration: Dec 31, 2001
Dual registered: no
Other names: THOMAS CLARKSON WORTH
IAPD individual key: 4151152

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	Charlotte, NC\|DALLAS, TX	Current employment
ORG PARTNERS	Former SEC adviser	Feb 19, 2025	Jan 5, 2026	no	Charlotte, NC\|DALLAS, TX	Previous registration
DEFENDER CAPITAL	Independent wealth	Oct 16, 2014	Feb 18, 2025	no	CHARLOTTE, NC	Previous registration
NFP ADVISOR SERVICES, LLC	Former SEC adviser	Apr 13, 2005	Feb 1, 2008	no	Burlington, NC\|WHITSETT, NC	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Dec 31, 2001	May 9, 2003	no	CHARLOTTE, NC	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
DEFENDER CAPITAL	ORG PARTNERS	Feb 18, 2025	Feb 19, 2025	1	Firm change	RIA to RIA
NFP ADVISOR SERVICES, LLC	DEFENDER CAPITAL	Feb 1, 2008	Oct 16, 2014	2,449	Firm change after gap	Other
WELLS FARGO ADVISORS	NFP ADVISOR SERVICES, LLC	May 9, 2003	Apr 13, 2005	705	Firm change after gap	Other

Team moves

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

Team	Left	Joined	From	Kind
159607:312728:NC:2025-02-18	Feb 18, 2025	Feb 19, 2025	CHARLOTTE, NC	Firm change

Relationships

Registered with (5)

→ ASCENTIS INDEPENDENT ADVISORS, LLCRegistered adviserregistration: current employment
Jan 8, 2026 to presentfactForm ADV
→ ORG PARTNERSRegistered adviserregistration: previous registration
Feb 19, 2025 to Jan 5, 2026factForm ADV
→ DEFENDER CAPITALRegistered adviserregistration: previous registration
Oct 16, 2014 to Feb 18, 2025factForm ADV
→ NFP ADVISOR SERVICES, LLCRegistered adviserregistration: previous registration
Apr 13, 2005 to Feb 1, 2008factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Dec 31, 2001 to May 9, 2003factForm ADV

Dated events

Occurred
Jan 5, 2026
Advisor changed firm
Thomas Clarkson Worth left Org Partners for Ascentis Independent Advisors, Llc (registered 2026-01-08)
Form ADVobserved 6 days ago
Occurred
Feb 18, 2025
Advisor changed firm
Thomas Clarkson Worth left Defender Capital for Org Partners (registered 2025-02-19)
Form ADVobserved 6 days ago