Mark Anthony Pomeroy

Employer firm

Ascent Capital Partners, LLC CRD 291218

$172M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2007 → 03/2017
  Usaa Financial Advisors, Inc.
  Phoenix, AZ
• 12/2008 → 03/2017
  Usaa Financial Planning Services
  San Antonio, TX
• 02/2017 → 12/2017
  Tl Private Wealth
  Trophy Club, TX
• 01/2018 → Present
  Ascent Capital Parnters, Llc
  Scottsdale, AZ
• 04/2020 → 03/2021
  Riley Wealth Advisors, Llc
  Southlake, TX

Previous Registrations

• 2020-04-07 → 2021-03-09
  Riley Wealth Advisors, Llc
  Scottsdale, AZ
  Southlake, TX
• 2017-02-28 → 2018-01-09
  Tl Private Wealth
  San Antonio, TX
  Southlake, TX
  Scottsdale, AZ
• 2008-12-15 → 2017-03-17
  Usaa Financial Planning Services
  Phoenix, AZ
  San Antonio, TX
  San Antonio, TX
• 2004-01-15 → 2008-12-31
  Usaa Investment Services Company
  Phoenix, AZ
  Phoenix, AZ
  Phoenix, AZ

Other Businesses

INSURANCE LICENSED; 1 HOUR PER MONTH ASCENT CAPITAL PARTNERS; PARTNER; 1 HOUR PER MONTH

Exams

• S66 Uniform Combined State Law Examination
  2003-04-28

Designations

• Certified Financial Planner