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Current Employers
Ascentis Wealth Management, Llc

5001 Spring Valley Rd Suite 810W, Dallas, TX 75244 • United States

Current Registrations

AuthorityCategoryStatusDate
VI RA APPROVED 2026-02-04
  • VI RA
    APPROVED
    Since 2026-02-04

Branch Locations

5001 Spring Valley Rd Suite 810W, Dallas, TX 75244 • United States

840 Eastern Nazareth, St. Thomas, VI 00802 • 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
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691 Christiansted VI 04/2009 04/2017
Emerald Investment Partners, Llc Cary NC 04/2017 04/2022
Agtech Vi St. Thomas 08/2019 07/2021
Xo Worldwide St. Thomas 07/2019 Present
Org Partners Dallas TX 05/2022 01/2026
Ascentis Wealth Management Dallas TX 01/2026 Present
  • 04/2009 → 04/2017
    Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691
    Christiansted, VI
  • 04/2017 → 04/2022
    Emerald Investment Partners, Llc
    Cary, NC
  • 08/2019 → 07/2021
    Agtech Vi
    St. Thomas
  • 07/2019 → Present
    Xo Worldwide
    St. Thomas
  • 05/2022 → 01/2026
    Org Partners
    Dallas, TX
  • 01/2026 → Present
    Ascentis Wealth Management
    Dallas, TX
Previous Registrations
Other Businesses

Can Man dba Best Bev, not investment related,2512 Quakertown Rd Pennsburg PA 18073, manufacturing company, President, started 04/2021 30 hours a month during trading hours. XO Energy World Wide, not investment related, 6115 Estate Smith Bay St. Thomas VI 00802, risk management consulting to the energy industry, limited partner, started 01/2020, 30 hours a month during trading hours. MCOB VI, LLC, not investment related, no address, Entity that owns a Ritz-Carlton residence, member, started 01/2018, no hours Virgin Islands Swimming Federation, Treasurer, not investment related, organizing quickbooks with only 20 transactions per year. located in the virgin islands, no check writing capability 340 Worldwide LLP, Business Consulting, this is investment related, no compensation, approximately 20 hours per month with 2 per trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-06-21
S63 Uniform Securities Agent State Law Examination 2003-12-08
  • S65 Uniform Investment Adviser Law Examination
    2004-06-21
  • S63 Uniform Securities Agent State Law Examination
    2003-12-08

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