Inactive

Jonathan Loeffler

Ascent Capital Partners, LLC

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Current Employers

Ascent Capital Partners, Llc

16427 North Scottsdale Road Suite 410, Scottsdale, AZ 85254 • United States

Current Registrations

Authority	Category	Status	Date
AZ	RA	APPROVED	2021-09-10
TX	RA	APPROVED	2021-03-12

AZ RA
APPROVED

Since 2021-09-10
TX RA
APPROVED

Since 2021-03-12

Branch Locations

5956 Sherry Lane 20Th Floor, Dallas, TX 75225 • United States

16427 North Scottsdale Road Suite 410, Scottsdale, AZ 85254 • 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

Organization	City	State	From	To
Loeffler Consolidated, Llc	Yuma	AZ	05/2014	Present
Riley Wealth Advisors, Llc	Southlake	TX	10/2017	03/2021
Riley Private Client, Llc	Southlake	TX	02/2021	03/2021
Ascent Capital Partners, Llc	Scottsdale	AZ	03/2021	Present

05/2014 → Present

Loeffler Consolidated, Llc

Yuma, AZ
10/2017 → 03/2021

Riley Wealth Advisors, Llc

Southlake, TX
02/2021 → 03/2021

Riley Private Client, Llc

Southlake, TX
03/2021 → Present

Ascent Capital Partners, Llc

Scottsdale, AZ

Previous Registrations

2017-10-28 → 2021-03-15

Riley Wealth Advisors, Llc

Southlake, TX

Southlake, TX
2021-03-02 → 2021-03-15

Riley Private Client Llc

Southlake, TX
2016-07-12 → 2017-09-06

Tl Private Wealth

Southlake, TX

Other Businesses

LOEFFLER CONSOLIDATED, LLC; MANAGING MEMBER PLATFORM TECHNOLOGY GROUP, INC; ADVISORY BOARD MEMBER ASCENT CAPITAL PARTNERS; PARNTER

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2016-06-28

S65 Uniform Investment Adviser Law Examination

2016-06-28

View on SEC IAPD

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