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Jon Holman Moores

Ascension Capital Advisors, Inc.

Houston, TX

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Current Employers
Ascension Capital Advisors, Inc.

4900 Woodway Drive Suite 1150, Houston, TX 77056 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-01-24
  • TX RA
    APPROVED
    Since 2024-01-24

Branch Locations

4900 Woodway Drive Suite 1150, Houston, TX 77056 • 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
Ozanne Financial Services Dallas TX 11/2014 12/2023
Woodbury Financial Services Inc Dallas TX 01/2015 10/2023
Private Client Services Dallas TX 10/2023 12/2023
Ascension Capital Advisors, In.c Houston TX 01/2024 Present
Purshe Kaplan Sterling Investments Albany NY 02/2024 04/2025
  • 11/2014 → 12/2023
    Ozanne Financial Services
    Dallas, TX
  • 01/2015 → 10/2023
    Woodbury Financial Services Inc
    Dallas, TX
  • 10/2023 → 12/2023
    Private Client Services
    Dallas, TX
  • 01/2024 → Present
    Ascension Capital Advisors, In.c
    Houston, TX
  • 02/2024 → 04/2025
    Purshe Kaplan Sterling Investments
    Albany, NY
Previous Registrations
  • 2017-02-01 → 2023-10-04
    Woodbury Financial Services, Inc.
    Dallas, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-06-22
  • S66 Uniform Combined State Law Examination
    2015-06-22
Designations
Other Names
  • Holman Moores
  • Jon Holman Moores
  • Jon Holman Moores

View on SEC IAPD

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Other Offices

BRIDGE CAPITAL ADVISORS · HOUSTON, TX
TSA WEALTH MANAGEMENT · HOUSTON, TX
PEREA CAPITAL · HOUSTON, TX
TRI-STAR ADVISORS, INC. · HOUSTON, TX
HORNOR, TOWNSEND & KENT, LLC · Houston, TX
AMERIPRISE FINANCIAL SERVICES, LLC · Houston, TX
LPL FINANCIAL LLC · HOUSTON, TX
MARINER INDEPENDENT · Houston, TX

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