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Advisor at ASCENTIS INDEPENDENT ADVISORS, LLC
DALLAS, TX | Sewickley, PA
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 |
|---|---|---|---|---|---|---|
| ASCENTIS INDEPENDENT ADVISORS, LLC | Independent wealth | Jan 9, 2026 | n/a | yes | Sewickley, PA|DALLAS, TX | Current employment |
| ORG PARTNERS | Former SEC adviser | Aug 7, 2024 | Jan 5, 2026 | no | DALLAS, TX|Sewickley, PA | Previous registration |
| CETERA INVESTMENT ADVISERS LLC | Bd affiliated wealth | Jun 29, 2023 | Jul 24, 2024 | no | SEWICKLEY, PA | Previous registration |
| CETERA ADVISOR NETWORKS LLC | Former SEC adviser | Nov 26, 2012 | Jun 29, 2023 | no | EL SEGUNDO, CA|SEWICKLEY, PA | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Feb 24, 2010 | Nov 27, 2012 | no | WYOMISSING, PA|WAYNE, PA|SUMMIT, NJ|PITTSBURGH, PA|ALLENTOWN, PA | Previous registration |
| SOLENTURE ADVISORS LLC | Former SEC adviser | Jan 13, 2005 | Mar 10, 2005 | no | PITTSBURGH, PA | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Jan 1, 1997 | Oct 12, 2004 | no | PITTSBURGH, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ORG PARTNERS | ASCENTIS INDEPENDENT ADVISORS, LLC | Jan 5, 2026 | Jan 9, 2026 | 4 | Firm change | RIA to RIA |
| CETERA INVESTMENT ADVISERS LLC | ORG PARTNERS | Jul 24, 2024 | Aug 7, 2024 | 14 | Firm change | Ibd to RIA |
| CETERA ADVISOR NETWORKS LLC | CETERA INVESTMENT ADVISERS LLC | Jun 29, 2023 | Jun 29, 2023 | 0 | Bulk transfer | Ibd to ibd |
| WELLS FARGO ADVISORS | CETERA ADVISOR NETWORKS LLC | Nov 27, 2012 | Nov 26, 2012 | -1 | Firm change | Other |
| SOLENTURE ADVISORS LLC | WELLS FARGO ADVISORS | Mar 10, 2005 | Feb 24, 2010 | 1,812 | Firm change after gap | Other |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | SOLENTURE ADVISORS LLC | Oct 12, 2004 | Jan 13, 2005 | 93 | Firm change | Other |