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Advisor at ASCENT CAPITAL PARTNERS, LLC
SCOTTSDALE, AZ | Grapevine, TX
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 |
|---|---|---|---|---|---|---|
| ASCENT CAPITAL PARTNERS, LLC | Mixed wealth | Jan 3, 2025 | n/a | yes | Grapevine, TX|SCOTTSDALE, AZ | Current employment |
| ATLAS LIFESTYLE PLANNING GROUP LLC | State registered | Dec 16, 2022 | Feb 23, 2023 | no | Scottsdale, AZ|COLORADO SPRINGS, CO | Previous registration |
| IRONWOOD WEALTH MANAGEMENT, LLC | Independent wealth | Dec 14, 2021 | May 9, 2022 | no | CHANDLER, AZ | Previous registration |
| INTEGRUM WEALTH MANAGEMENT | n/a | Oct 13, 2017 | Dec 31, 2021 | no | PHOENIX, AZ|CENTENNIAL, CO|CENTENNIAL, CO|Phoenix, AZ|Scottsdale, AZ | Previous registration |
| ROCKY MOUNTAIN WEALTH ARCHITECTS | n/a | Feb 16, 2017 | Jan 2, 2018 | no | CENTENNIAL, CO | Previous registration |
| VOYA FINANCIAL ADVISORS, INC. | Bd affiliated wealth | Dec 14, 2015 | Dec 31, 2016 | no | Centennial, CO|OVERLAND PARK, KS | Previous registration |
| PRUCO SECURITIES, LLC | No RAUM reported | Jun 25, 2015 | Nov 25, 2015 | no | ENGLEWOOD, CO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ATLAS LIFESTYLE PLANNING GROUP LLC | ASCENT CAPITAL PARTNERS, LLC | Feb 23, 2023 | Jan 3, 2025 | 680 | Firm change after gap | Other |
| IRONWOOD WEALTH MANAGEMENT, LLC | ATLAS LIFESTYLE PLANNING GROUP LLC | May 9, 2022 | Dec 16, 2022 | 221 | Firm change | RIA to state RIA |
| INTEGRUM WEALTH MANAGEMENT | IRONWOOD WEALTH MANAGEMENT, LLC | Dec 31, 2021 | Dec 14, 2021 | -17 | Firm change | Other |
| ROCKY MOUNTAIN WEALTH ARCHITECTS | INTEGRUM WEALTH MANAGEMENT | Jan 2, 2018 | Oct 13, 2017 | -81 | Firm change after gap | Other |
| VOYA FINANCIAL ADVISORS, INC. | ROCKY MOUNTAIN WEALTH ARCHITECTS | Dec 31, 2016 | Feb 16, 2017 | 47 | Firm change | Other |
| PRUCO SECURITIES, LLC | VOYA FINANCIAL ADVISORS, INC. | Nov 25, 2015 | Dec 14, 2015 | 19 | Firm change | Other |