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.

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

Jul 1, 2010earliest registration or exam on IAPD

Years in industry

16derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S63|S66

First exam

Nov 18, 2010

First registration

Apr 15, 2024

Dual registered

no

Other names

JOSH LEARY|JOSEPH C LEARY|JOSEPH CLARENCE LEARY

IAPD individual key

4670343

• Occurred

  Jan 5, 2026
  Advisor changed firm

  Joseph Clarence Leary left Org Partners for Ascentis Independent Advisors, Llc (registered 2026-01-08)

  Form ADVobserved 5 days ago
• Occurred

  Feb 18, 2025
  Advisor changed firm

  Joseph Clarence Leary left Defender Capital for Org Partners (registered 2025-02-19)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:6669b93e-cb69-2f7b-49e6-6748a910ef7e

First observed

Apr 15, 2024

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.