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5001 Spring Valley Road Suite 810W, Dallas, TX 75244 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-01-09 |
| SC | RA | APPROVED | 2026-01-08 |
Branch Locations
1900 E Golf Rd, Ste 950, Schaumberg, IL 60173 • United States
110 Trader's Cross Rd, Okatie, SC 29909 • United States
5001 Spring Valley Road Suite 810W, Dallas, TX 75244 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Evanston Investments Inc. Dba Evanston Advisors | Schaumburg | IL | 08/2015 | 03/2019 |
| Cresset Asset Management, Llc | Schaumburg | IL | 03/2019 | 10/2020 |
| Wealthshield Partners, Llc | Cary | NC | 10/2020 | 07/2021 |
| Org Partners | Schaumburg | IL | 07/2021 | 01/2026 |
| Ascentis Independent Advisors | Dallas | TX | 01/2026 | Present |
Owner; MKS Custom Creations; Sole proprietorship; Create custom furniture; Non investment related; Start date: 1/15/2015; Address: 540 E. Batista Drive, Coal City, IL. 60416; Hours devoted: 20/month, none during trading hours; Compensated in his capacity as owner of the business. Insurance Agent; Xartis Insurance Advisors LLC. Located in Schaumberg, IL. Serves as Director of Operations
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-01-22 |
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