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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)26 years in industry

BRIAN RICHARD TINKER

Advisor at ASCENTIS INDEPENDENT ADVISORS, LLC

Torrance, CA | DALLAS, TX

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Search this name across graphsid dfx:ria:b97ee348-da4b-4373-8681-80151707291e

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:07 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 1
On other graphs: 0
Observed: Aug 21, 2002 to Sep 15, 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: 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: Aug 26, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 8
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66|S63
First exam: Aug 26, 2000
First registration: Aug 21, 2002
Dual registered: yes, broker-dealer
Other names: BRIAN R. TINKER
IAPD individual key: 4195989

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
ASCENTIS INDEPENDENT ADVISORS, LLC	Independent wealth	Jan 8, 2026	n/a	yes	DALLAS, TX\|Torrance, CA	Current employment
ORG PARTNERS	Former SEC adviser	Jul 8, 2021	Jan 5, 2026	no	DALLAS, TX\|Torrance, CA	Previous registration
WEALTHSHIELD PARTNERS, LLC	Independent wealth	Sep 25, 2020	Jul 30, 2021	no	TORRANCE, CA	Previous registration
BRIDGE ADVISORY LLC	Former SEC adviser	Oct 21, 2008	Sep 25, 2020	no	PASADENA, CA\|PASADENA, CA	Previous registration
PENSION ARCHITECTS ADVISORY GROUP, LLC	Former SEC adviser	Oct 15, 2007	Sep 5, 2013	no	EL SEGUNDO, CA\|PASADENA, CA\|PASADENA, CA	Previous registration
PENNIALL & ASSOCIATES, INC.	n/a	Jul 27, 2006	Nov 20, 2008	no	PASADENA, CA	Previous registration
OSAIC WEALTH, INC.	Bd affiliated wealth	Jun 2, 2005	Aug 22, 2006	no	SEIRRA MADRE, CA\|SIERRA MADRE, CA	Previous registration
NWF ADVISORY SERVICES INC	Independent wealth	May 20, 2004	Sep 21, 2006	no	SIERRA MADRE, CA	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Aug 21, 2002	Apr 19, 2004	no	SIERRA MADRE, CA	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
ORG PARTNERS	ASCENTIS INDEPENDENT ADVISORS, LLC	Jan 5, 2026	Jan 8, 2026	3	Firm change	RIA to RIA
WEALTHSHIELD PARTNERS, LLC	ORG PARTNERS	Jul 30, 2021	Jul 8, 2021	-22	Firm change	RIA to new firm
BRIDGE ADVISORY LLC	WEALTHSHIELD PARTNERS, LLC	Sep 25, 2020	Sep 25, 2020	0	Firm change	RIA to RIA
PENSION ARCHITECTS ADVISORY GROUP, LLC	BRIDGE ADVISORY LLC	Sep 5, 2013	Oct 21, 2008	-1,780	Firm change after gap	Other
PENNIALL & ASSOCIATES, INC.	PENSION ARCHITECTS ADVISORY GROUP, LLC	Nov 20, 2008	Oct 15, 2007	-402	Firm change after gap	Other
NWF ADVISORY SERVICES INC	OSAIC WEALTH, INC.	Sep 21, 2006	Jun 2, 2005	-476	Firm change after gap	Other
OSAIC WEALTH, INC.	PENNIALL & ASSOCIATES, INC.	Aug 22, 2006	Jul 27, 2006	-26	Firm change	Other
LPL FINANCIAL LLC	NWF ADVISORY SERVICES INC	Apr 19, 2004	May 20, 2004	31	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
312728:322879:CA:2026-01-05	Jan 5, 2026	Jan 8, 2026	TORRANCE, CA	Firm change
169584:312728:CA:2021-07-30	Jul 30, 2021	Jul 8, 2021	TORRANCE, CA	Firm change

Relationships

Registered with (9)

→ ASCENTIS INDEPENDENT ADVISORS, LLCRegistered adviserregistration: current employment
Jan 8, 2026 to presentfactForm ADV
→ ORG PARTNERSRegistered adviserregistration: previous registration
Jul 8, 2021 to Jan 5, 2026factForm ADV
→ WEALTHSHIELD PARTNERS, LLCRegistered adviserregistration: previous registration
Sep 25, 2020 to Jul 30, 2021factForm ADV
→ BRIDGE ADVISORY LLCRegistered adviserregistration: previous registration
Oct 21, 2008 to Sep 25, 2020factForm ADV
→ PENSION ARCHITECTS ADVISORY GROUP, LLCRegistered adviserregistration: previous registration
Oct 15, 2007 to Sep 5, 2013factForm ADV
→ PENNIALL & ASSOCIATES, INC.Registered adviserregistration: previous registration
Jul 27, 2006 to Nov 20, 2008factForm ADV
→ NWF ADVISORY SERVICES INCRegistered adviserregistration: previous registration
May 20, 2004 to Sep 21, 2006factForm ADV
→ OSAIC WEALTH, INC.Registered adviserregistration: previous registration
Jun 2, 2005 to Aug 22, 2006factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Aug 21, 2002 to Apr 19, 2004factForm ADV

Dated events

Occurred
Jan 5, 2026
Advisor changed firm
Brian Richard Tinker left Org Partners for Ascentis Independent Advisors, Llc (registered 2026-01-08)
Form ADVobserved 5 days ago