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Timothy John Dowd

Ascentis Independent Advisors, LLC

Dallas, TX

Troy, MI

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Current Employers
Ascentis Independent Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2022-09-16
  • MI RA
    APPROVED
    Since 2022-09-16

Branch Locations

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

305 W. Big Beaver Suite 200, Troy, MI 48084 • 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
Greystone Financial Group, Inc. Troy MI 11/2014 08/2020
Polaris Greystone Financial Group, Llc Troy MI 07/2020 07/2020
Golden State Equity Partners Santa Ana CA 09/2020 Present
  • 11/2014 → 08/2020
    Greystone Financial Group, Inc.
    Troy, MI
  • 07/2020 → 07/2020
    Polaris Greystone Financial Group, Llc
    Troy, MI
  • 09/2020 → Present
    Golden State Equity Partners
    Santa Ana, CA
Previous Registrations
  • 2020-09-16 → 2022-09-20
    Golden State Equity Advisors, Llc
    Troy, MI
    South Coast Metro, CA
  • 2015-12-07 → 2020-08-06
    Polaris Wealth Advisory Group
    Troy, MI
  • 2015-06-30 → 2015-12-31
    Greystone Financial Group, Inc.
    Troy, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-06-29
  • S65 Uniform Investment Adviser Law Examination
    2015-06-29
Other Names
  • Tim J Dowd

View on SEC IAPD

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