Inactive

Kory Kenneth Swekla

Ascension Wealth Partners, LLC

Pleasant Hill, CA

Claim This Profile

Current Employers

Ascension Wealth Partners, Llc

391 Taylor Boulevard Suite 125, Pleasant Hill, CA 94523 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2008-03-10

CA RA
APPROVED

Since 2008-03-10

Branch Locations

391 Taylor Boulevard Suite 125, Pleasant Hill, CA 94523 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Ascension Wealth Partners, Llc	Emeryville	CA	03/2008	Present

03/2008 → Present

Ascension Wealth Partners, Llc

Emeryville, CA

Previous Registrations

2005-04-05 → 2008-03-12

Equius Partners, Inc.

Novato, CA
2000-12-22 → 2005-03-21

Cibc Private Wealth Advisors, Inc.

Sanfrancisco, CA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2000-08-31

S65 Uniform Investment Adviser Law Examination

2000-08-31

Designations

View on SEC IAPD

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