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Advisor at DIGITAL ASCENSION GROUP - WEALTH
DALLAS, TX | Ponte Vedra, FL
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 | Mar 31, 2026 | n/a | yes | DALLAS, TX|Ponte Vedra, FL | Current employment |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | May 30, 2013 | Feb 27, 2024 | no | JACKSONVILLE, FL|JACKSONVILLE, FL|JACKSONVILLE, FL|JACKSONVILLE, FL|BOSTON, MA|JACKSONVILLE, FL|JACKSONVILLE, FL|NEW YORK, NY|JACKSONVILLE, FL|JACKSONVILLE, FL | Previous registration |
| STRATEGIC ADVISERS LLC | National bd RIA | Nov 10, 2010 | May 20, 2013 | no | JACKSONVILLE, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | DIGITAL ASCENSION GROUP - WEALTH | Feb 27, 2024 | Mar 31, 2026 | 763 | Firm change after gap | Other |
| STRATEGIC ADVISERS LLC | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | May 20, 2013 | May 30, 2013 | 10 | Firm change | Ibd to wirehouse |