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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-06-26 |
Branch Locations
305 Madison Avenue, Morristown, NJ 07960 • United States
310 East Jackson Street, Ste 2, Wisconsin Rapids, WI 54494 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Command Insurance Services, Inc. | Fort Worth | TX | 03/2013 | 01/2019 |
| First Command Financial Planning, Inc. | Fort Worth | TX | 03/2013 | 01/2019 |
| First Command Advisory Services | Fort Worth | TX | 12/2015 | 01/2019 |
| State Farm - Carey Heitman | St. Robert | MO | 02/2019 | 09/2019 |
| Investment Planners Inc. | Decatur | IL | 01/2020 | 05/2022 |
| Investment Planners Inc Wealth | Decatur | IL | 01/2020 | 05/2022 |
| Unemployed | St. Robert | MO | 10/2019 | 01/2020 |
| Humcap | Plano | TX | 06/2022 | 05/2023 |
| Unemployed | Wisconsin Rapids | WI | 05/2022 | 06/2022 |
| Packerland Brokerage Services | Green Bay | WI | 06/2023 | 09/2023 |
| Lpl Financial Llc | Stevens Point | WI | 11/2023 | 01/2025 |
| Summit Financial, Llc | Parsippany | NJ | 01/2025 | 09/2025 |
| Mariner Independent Advisor Network | Overland Park | KS | 03/2026 | 06/2026 |
| Ascend Integrated Wealth | Houston | TX | 03/2026 | Present |
| Silvertree | Stevens Point | WI | 01/2025 | 09/2025 |
| Unemployed/Student | Wisconsin Rapids | WI | 09/2025 | 03/2026 |
| Private Advisor Group, Llc | Morristown | NJ | 06/2026 | Present |
1. Ms. Wharton uses Ascend Integrated Wealth as the name of the business under which she provides investment advice through Private Advisor Group, LLC. This activity is at the address Ms. Wharton is registered at, and is related to her investment services practice. Ms. Wharton devotes about 160 hours per month to this activity, including about 140 hours during securities trading hours, concurrently with time Ms. Wharton devotes to activity providing investment services through PAG. 2. Ms. Wharton is the owner and serves on the board of a subscription-based consumer mobile application business. Ms. Wharton devotes about 15 hours per month to this activity, including about 15 hours during securities trading hours. This activity is not located at the address where Ms. Wharton is registered, and is not related to her investment services practice. This activity is separate and apart from Private Advisor Group, although advisory clients may also be clients of the business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-02-15 |
| S63 | Uniform Securities Agent State Law Examination | 2012-12-21 |
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