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Advisor at ASCENSUS INVESTMENT ADVISORS, LLC
Thornton, PA | NEEDHAM, MA
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 |
|---|---|---|---|---|---|---|
| ASCENSUS INVESTMENT ADVISORS, LLC | Institutional manager | Sep 17, 2025 | n/a | yes | NEEDHAM, MA|Thornton, PA | Current employment |
| AMERITAS ADVISORY SERVICES, LLC | Bd affiliated wealth | Mar 25, 2024 | Jun 30, 2025 | no | THORNTON, PA | Previous registration |
| CUNA BROKERAGE SERVICES, INC. | Former SEC adviser | Oct 19, 2018 | Mar 30, 2023 | no | Conshohocken, PA|Union, KY|Manassas, VA|WAVERLY, IA|Parkersburg, IA|BROWNSTOWN TWP, MI|Thornton, PA | Previous registration |
| NATIONWIDE INVESTMENT ADVISORS, LLC | Bd affiliated wealth | Feb 13, 2009 | Oct 12, 2018 | no | COLUMBUS, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AMERITAS ADVISORY SERVICES, LLC | ASCENSUS INVESTMENT ADVISORS, LLC | Jun 30, 2025 | Sep 17, 2025 | 79 | Firm change | Other |
| CUNA BROKERAGE SERVICES, INC. | AMERITAS ADVISORY SERVICES, LLC | Mar 30, 2023 | Mar 25, 2024 | 361 | Firm change | Ibd to ibd |
| NATIONWIDE INVESTMENT ADVISORS, LLC | CUNA BROKERAGE SERVICES, INC. | Oct 12, 2018 | Oct 19, 2018 | 7 | Firm change | Ibd to RIA |