DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Timothy Dean Griffith

Ascentis Independent Advisors, LLCindependent RIASeattle, Wa IA-onlyIAPD 1233782

Feed of 09/15/2026

Also filed as Tim Griffith

At current firm

0 y

since Jan 8, 2026

In the industry

42 y

since Apr 12, 1984 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Ascentis Independent Advisors, LLC independent RIA current
since Jan 8, 2026 · Seattle, Wa
Org Partners former
Jul 30, 2021 to Jan 5, 2026 · Dallas, Tx
Wealthshield Partners, LLC independent RIA
Dec 1, 2020 to Jul 30, 2021 · Kirkland, Wa
Schmidt Financial Group, Inc. former
Apr 1, 2002 to Jul 15, 2020 · Kirkland, Ca
Cetera Advisor Networks LLC former
Feb 2, 2001 to Apr 9, 2003 · Kirkwood, Wa

Moves

a registration end followed by a registration begin elsewhere

Org Partners to Ascentis Independent Advisors, LLC
left Jan 5, 2026, registered Jan 8, 2026 (3 days) · RIA to RIA
Wealthshield Partners, LLC to Org Partners
left Jul 30, 2021, registered Jul 30, 2021 (0 days) · RIA to a newly registered adviser
Schmidt Financial Group, Inc. to Wealthshield Partners, LLC
left Jul 15, 2020, registered Dec 1, 2020 (139 days) · RIA to RIA
Cetera Advisor Networks LLC to Schmidt Financial Group, Inc.
left Apr 9, 2003, registered Apr 1, 2002 (-373 days) · Other

Signals

Timothy Dean Griffith left Org Partners for Ascentis Independent Advisors, Llc (registered 2026-01-08)
Jan 5, 2026 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 42derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address