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Advisor at ASCENSUS INVESTMENT ADVISORS, LLC
Indian Trail, NC | 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 | Jul 26, 2022 | n/a | yes | Indian Trail, NC|NEEDHAM, MA | Current employment |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Mar 17, 2015 | May 11, 2022 | no | CHARLOTTE, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | ASCENSUS INVESTMENT ADVISORS, LLC | May 11, 2022 | Jul 26, 2022 | 76 | Firm change | Other |