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Thomas Clarkson Worth

Ascentis Independent Advisors, LLC

Charlotte, NC

Dallas, TX

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Current Employers
Ascentis Independent Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-01-08
  • NC RA
    APPROVED
    Since 2026-01-08

Branch Locations

211 East Blvd, Charlotte, NC 28203 • United States

5001 Spring Valley Road Suite 810W, Dallas, TX 75244 • 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
Defender Capital Charlotte NC 10/2014 02/2025
Personal Cfo Charlotte NC 09/2013 Present
Org Partner's Llc Roanoke IN 02/2025 01/2026
Ascentis Independent Advisors Dallas TX 01/2026 Present
  • 10/2014 → 02/2025
    Defender Capital
    Charlotte, NC
  • 09/2013 → Present
    Personal Cfo
    Charlotte, NC
  • 02/2025 → 01/2026
    Org Partner's Llc
    Roanoke, IN
  • 01/2026 → Present
    Ascentis Independent Advisors
    Dallas, TX
Previous Registrations
  • 2025-02-19 → 2026-01-05
    Org Partners
    Charlotte, NC
    Dallas, TX
  • 2014-10-16 → 2025-02-18
    Defender Capital
    Charlotte, NC
  • 2005-04-13 → 2008-02-01
    Kestra Investment Services, Llc
    Burlington, NC
    Whitsett, NC
  • 2001-12-31 → 2003-05-09
    Wells Fargo Clearing Services, Llc
    Charlotte, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-05-23
S63 Uniform Securities Agent State Law Examination 2000-05-12
  • S65 Uniform Investment Adviser Law Examination
    2000-05-23
  • S63 Uniform Securities Agent State Law Examination
    2000-05-12
Designations
Other Names
  • Thomas Clarkson Worth

View on SEC IAPD

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