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RIA / WealthAdvisordual registered (broker-dealer)28 years in industry

JODY DANIEL HOWARD

Advisor at ASCENTIS INDEPENDENT ADVISORS, LLC

Greenville, SC | DALLAS, TX

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Search this name across graphsid dfx:ria:d7bc30fb-b6b4-a203-c85c-91744258306d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:20 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Mar 31, 2006 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: 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: Feb 16, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Feb 16, 1998
First registration: Mar 31, 2006
Dual registered: yes, broker-dealer
Other names: JODY D HOWARD
IAPD individual key: 2996883

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\|Greenville, SC	Current employment
ORG PARTNERS	Former SEC adviser	Jul 30, 2021	Jan 5, 2026	no	DALLAS, TX\|Greenville, SC\|Greenville, SC	Previous registration
WEALTHSHIELD PARTNERS, LLC	Independent wealth	Aug 28, 2020	Jul 30, 2021	no	Greenville, SC	Previous registration
EQUITABLE ADVISORS, LLC	National bd RIA	Oct 29, 2009	Sep 2, 2020	no	GREENVILLE, SC\|CHARLOTTE, NC\|GREENVILLE, SC\|GREENVILLE, SC	Previous registration
SIGNATOR INVESTORS, INC.	Former SEC adviser	Mar 31, 2006	Nov 2, 2009	no	GREENVILLE, SC\|GREENVILLE, SC	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 30, 2021	0	Firm change	RIA to new firm
EQUITABLE ADVISORS, LLC	WEALTHSHIELD PARTNERS, LLC	Sep 2, 2020	Aug 28, 2020	-5	Firm change	Ibd to RIA
SIGNATOR INVESTORS, INC.	EQUITABLE ADVISORS, LLC	Nov 2, 2009	Oct 29, 2009	-4	Firm change	Other

Relationships

Registered with (5)

→ ASCENTIS INDEPENDENT ADVISORS, LLCRegistered adviserregistration: current employment
Jan 8, 2026 to presentfactForm ADV
→ ORG PARTNERSRegistered adviserregistration: previous registration
Jul 30, 2021 to Jan 5, 2026factForm ADV
→ WEALTHSHIELD PARTNERS, LLCRegistered adviserregistration: previous registration
Aug 28, 2020 to Jul 30, 2021factForm ADV
→ EQUITABLE ADVISORS, LLCRegistered adviserregistration: previous registration
Oct 29, 2009 to Sep 2, 2020factForm ADV
→ SIGNATOR INVESTORS, INC.Registered adviserregistration: previous registration
Mar 31, 2006 to Nov 2, 2009factForm ADV

Dated events

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