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RIA / WealthAdvisor15 years in industry

DOMINIC J MESSINA

Advisor at ASCENTIS INDEPENDENT ADVISORS, LLC

Okatie, SC | Schaumberg, IL | DALLAS, TX

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Search this name across graphsid dfx:ria:ee2c4873-94d6-aad3-9df3-ca59006401b3

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:59 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 1
On other graphs: 0
Observed: Jan 26, 2011 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: Jan 22, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Jan 22, 2011
First registration: Jan 26, 2011
Dual registered: no
IAPD individual key: 5868783

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	Schaumberg, IL\|Okatie, SC\|DALLAS, TX	Current employment
ORG PARTNERS	Former SEC adviser	Aug 5, 2021	Jan 5, 2026	no	DALLAS, TX\|Schaumburg, IL	Previous registration
WEALTHSHIELD PARTNERS, LLC	Independent wealth	Oct 26, 2020	Jul 30, 2021	no	SCHAUMBURG, IL	Previous registration
CRESSET ASSET MANAGEMENT, LLC	Independent wealth	Mar 28, 2019	Oct 5, 2020	no	Schaumburg, IL\|CHICAGO, IL	Previous registration
EVANSTON ADVISORS	Former SEC adviser	Sep 1, 2015	Apr 22, 2019	no	SCHAUMBURG, IL	Previous registration
J.P. MORGAN SECURITIES LLC	Wirehouse	Oct 1, 2012	Aug 7, 2015	no	MORRIS, IL\|CHANNAHON, IL\|JOLIET, IL\|BOLINGBROOK, IL\|NAPERVILLE, IL	Previous registration
CHASE INVESTMENT SERVICES CORP.	Former SEC adviser	Sep 20, 2011	Oct 1, 2012	no	OAK LAWN, IL\|JOLIET, IL\|CHANNAHON, IL\|MORRIS, IL	Previous registration
EDWARD JONES	National bd RIA	Jan 26, 2011	Jun 16, 2011	no	ST LOUIS, MO\|SAVANNAH, GA\|RICHMOND HILL, GA	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	Aug 5, 2021	6	Firm change	RIA to new firm
CRESSET ASSET MANAGEMENT, LLC	WEALTHSHIELD PARTNERS, LLC	Oct 5, 2020	Oct 26, 2020	21	Firm change	RIA to RIA
EVANSTON ADVISORS	CRESSET ASSET MANAGEMENT, LLC	Apr 22, 2019	Mar 28, 2019	-25	Firm change	RIA to RIA
J.P. MORGAN SECURITIES LLC	EVANSTON ADVISORS	Aug 7, 2015	Sep 1, 2015	25	Firm change	Other
CHASE INVESTMENT SERVICES CORP.	J.P. MORGAN SECURITIES LLC	Oct 1, 2012	Oct 1, 2012	0	Bulk transfer	Other
EDWARD JONES	CHASE INVESTMENT SERVICES CORP.	Jun 16, 2011	Sep 20, 2011	96	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:TX:2026-01-05	Jan 5, 2026	Jan 8, 2026	DALLAS, TX	Firm change
169584:312728:IL:2021-07-30	Jul 30, 2021	Aug 5, 2021	SCHAUMBURG, IL	Firm change
106269:288566:IL:2019-04-22	Apr 22, 2019	Mar 28, 2019	SCHAUMBURG, IL	Firm change

Relationships

Registered with (8)

→ ASCENTIS INDEPENDENT ADVISORS, LLCRegistered adviserregistration: current employment
Jan 8, 2026 to presentfactForm ADV
→ ORG PARTNERSRegistered adviserregistration: previous registration
Aug 5, 2021 to Jan 5, 2026factForm ADV
→ WEALTHSHIELD PARTNERS, LLCRegistered adviserregistration: previous registration
Oct 26, 2020 to Jul 30, 2021factForm ADV
→ CRESSET ASSET MANAGEMENT, LLCRegistered adviserregistration: previous registration
Mar 28, 2019 to Oct 5, 2020factForm ADV
→ EVANSTON ADVISORSRegistered adviserregistration: previous registration
Sep 1, 2015 to Apr 22, 2019factForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Oct 1, 2012 to Aug 7, 2015factForm ADV
→ CHASE INVESTMENT SERVICES CORP.Registered adviserregistration: previous registration
Sep 20, 2011 to Oct 1, 2012factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Jan 26, 2011 to Jun 16, 2011factForm ADV

Dated events

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