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Advisor at DIGITAL ASCENSION GROUP - WEALTH
DALLAS, TX | Anchorage, KY
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 |
|---|---|---|---|---|---|---|
| DIGITAL ASCENSION GROUP - WEALTH | Other adviser | May 22, 2025 | n/a | yes | Anchorage, KY|DALLAS, TX | Current employment |
| CENTERLINE WEALTH ADVISORS, LLC | Independent wealth | Jul 21, 2022 | Apr 7, 2025 | no | LOUISVILLE, KY | Previous registration |
| THE GLEASON GROUP, INC. | Independent wealth | Dec 5, 2019 | Mar 30, 2022 | no | PROSPECT, KY | Previous registration |
| NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC | No RAUM reported | Apr 4, 2019 | Nov 26, 2019 | no | LOUISVILLE, KY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CENTERLINE WEALTH ADVISORS, LLC | DIGITAL ASCENSION GROUP - WEALTH | Apr 7, 2025 | May 22, 2025 | 45 | Firm change | Other |
| THE GLEASON GROUP, INC. | CENTERLINE WEALTH ADVISORS, LLC | Mar 30, 2022 | Jul 21, 2022 | 113 | Firm change | RIA to RIA |
| NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC | THE GLEASON GROUP, INC. | Nov 26, 2019 | Dec 5, 2019 | 9 | Firm change | Other |