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RIA / WealthAdvisor14 years in industry

EDWARD SCOTT SHEA

Advisor at FINAL ASCENT WEALTH ADVISORS, LLC

LAFAYETTE, LA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8e30ff84-733e-1949-5b9a-2dbdb7b902ff

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:21 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: May 18, 2012 to Sep 14, 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: FINAL ASCENT WEALTH ADVISORS, LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 17, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 1
Registered states: 1
Exams: S66
First exam: May 17, 2012
First registration: May 18, 2012
Dual registered: no
Other names: EDWARD SHEA
IAPD individual key: 6039184

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
FINAL ASCENT WEALTH ADVISORS, LLC	State registered	Jul 21, 2022	n/a	yes	LAFAYETTE, LA	Current employment
AHRENS INVESTMENT PARTNERS, LLC	Former SEC adviser	Aug 18, 2015	Jul 12, 2022	no	LAFAYETTE, LA	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	May 18, 2012	Aug 25, 2015	no	LAFAYETTE, LA\|LAFAYETTE, LA\|NEW IBERIA, LA	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
AHRENS INVESTMENT PARTNERS, LLC	FINAL ASCENT WEALTH ADVISORS, LLC	Jul 12, 2022	Jul 21, 2022	9	Firm change	RIA to state RIA
LPL FINANCIAL LLC	AHRENS INVESTMENT PARTNERS, LLC	Aug 25, 2015	Aug 18, 2015	-7	Firm change	Other

Team moves

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

Team	Left	Joined	From	Kind
6413:222517:LA:2015-08-25	Aug 25, 2015	Aug 18, 2015	NEW IBERIA, LA	Firm change

Relationships

Registered with (3)

→ FINAL ASCENT WEALTH ADVISORS, LLCRegistered adviserregistration: current employment
Jul 21, 2022 to presentfactForm ADV
→ AHRENS INVESTMENT PARTNERS, LLCRegistered adviserregistration: previous registration
Aug 18, 2015 to Jul 12, 2022factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
May 18, 2012 to Aug 25, 2015factForm ADV

Dated events

Occurred
Jul 12, 2022
Advisor changed firm
Edward Scott Shea left Ahrens Investment Partners, Llc for Final Ascent Wealth Advisors, Llc (registered 2022-07-21)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8e30ff84-733e-1949-5b9a-2dbdb7b902ff
First observed: May 18, 2012
Last observed: Sep 14, 2026 7 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.

EDWARD SCOTT SHEA

Advisor at FINAL ASCENT WEALTH ADVISORS, LLC

LAFAYETTE, LA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8e30ff84-733e-1949-5b9a-2dbdb7b902ff

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:21 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

FINAL ASCENT WEALTH ADVISORS, LLC

State registered

Jul 21, 2022

n/a

yes

LAFAYETTE, LA

Current employment

AHRENS INVESTMENT PARTNERS, LLC

Former SEC adviser

Aug 18, 2015

Jul 12, 2022

LAFAYETTE, LA

Previous registration

LPL FINANCIAL LLC

Bd affiliated wealth

May 18, 2012

Aug 25, 2015

LAFAYETTE, LA|LAFAYETTE, LA|NEW IBERIA, LA

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

AHRENS INVESTMENT PARTNERS, LLC

FINAL ASCENT WEALTH ADVISORS, LLC

Jul 12, 2022

Jul 21, 2022

Firm change

RIA to state RIA

LPL FINANCIAL LLC

AHRENS INVESTMENT PARTNERS, LLC

Aug 25, 2015

Aug 18, 2015

-7

Firm change

Other

Team

Left

Joined

From

Kind

6413:222517:LA:2015-08-25

Aug 25, 2015

Aug 18, 2015

NEW IBERIA, LA

Firm change