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Current Employers
Ascentis Independent Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2026-01-09
SC RA APPROVED 2026-01-08
  • IL RA
    APPROVED
    Since 2026-01-09
  • SC RA
    APPROVED
    Since 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

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
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
  • 08/2015 → 03/2019
    Evanston Investments Inc. Dba Evanston Advisors
    Schaumburg, IL
  • 03/2019 → 10/2020
    Schaumburg, IL
  • 10/2020 → 07/2021
    Cary, NC
  • 07/2021 → 01/2026
    Org Partners
    Schaumburg, IL
  • 01/2026 → Present
    Ascentis Independent Advisors
    Dallas, TX
Previous Registrations
  • 2021-08-05 → 2026-01-05
    Org Partners
    Dallas, TX
    Schaumburg, IL
  • 2020-10-26 → 2021-07-30
    Schaumburg, IL
  • 2019-03-28 → 2020-10-05
    Schaumburg, IL
    Chicago, IL
  • 2015-09-01 → 2019-04-22
    Evanston Advisors
    Schaumburg, IL
  • 2012-10-01 → 2015-08-07
    Morris, IL
    Channahon, IL
    Joliet, IL
    Bolingbrook, IL
    Naperville, IL
  • 2011-09-20 → 2012-10-01
    Chase Investment Services Corp.
    Oak Lawn, IL
    Joliet, IL
    Channahon, IL
    Morris, IL
  • 2011-01-26 → 2011-06-16
    St Louis, MO
    Savannah, GA
    Richmond Hill, GA
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-01-22
  • S66 Uniform Combined State Law Examination
    2011-01-22

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