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5001 Spring Valley Rd Suite 810W, Dallas, TX 75244 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-23 |
Branch Locations
5001 Spring Valley Rd Suite 810W, Dallas, TX 75244 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ayco Co., A Goldman Sachs Co. | Dallas | TX | 04/2006 | 11/2018 |
| F3 Logic, Llc | Dallas | TX | 11/2018 | 12/2019 |
| Veracity Capital Llc | Frisco | TX | 11/2018 | 12/2025 |
| Purshe Kaplan Sterling Investments | Albany | NY | 11/2020 | 03/2022 |
| Veracity Capital Tax Advisors, Llc | Frisco | TX | 02/2024 | 12/2025 |
| Advisory Services Network, Llc | Atlanta | GA | 01/2026 | Present |
| Ascentis Wealth Management | Dallas | TX | 06/2026 | Present |
1) Fixed Insurance: insurance agent since 11/13/2020; sales and service of fixed/traditional insurance products. Time spent: approx. 1 hour/month, all during trading hours. Investment related activity. 2) Ascentis Wealth Holdings, LLC: owner in holding company that indirectly owns Ascentis Asset Management and Ascentis Wealth Management, LLC since 01/2026. Time spent: 40 hours per month, 10 hours/month during trading. Investment related activity.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-02-10 |
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