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Niko Stone Puritz

Ascentis Wealth Management, LLC

Dallas, TX

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Current Employers
Ascentis Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-06-24
  • TX RA
    APPROVED
    Since 2026-06-24

Branch Locations

5001 Spring Valley Rd 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
Fidelity Brokerage Services Merrimack NH 11/2018 01/2025
Yard House Palm Beach Gardens FL 03/2017 10/2018
Lack + Daily Norwalk CT 02/2017 11/2018
Target Corporation West Palm Beach FL 11/2015 02/2017
Fidelity Investments Plano TX 11/2018 01/2025
Veracity Capital Llc Frisco TX 01/2025 06/2026
Advisory Services Network, Llc Atlanta GA 01/2026 06/2026
Ascentis Wealth Management Dallas TX 06/2026 Present
  • 11/2018 → 01/2025
    Fidelity Brokerage Services
    Merrimack, NH
  • 03/2017 → 10/2018
    Yard House
    Palm Beach Gardens, FL
  • 02/2017 → 11/2018
    Lack + Daily
    Norwalk, CT
  • 11/2015 → 02/2017
    Target Corporation
    West Palm Beach, FL
  • 11/2018 → 01/2025
    Fidelity Investments
    Plano, TX
  • 01/2025 → 06/2026
    Veracity Capital Llc
    Frisco, TX
  • 01/2026 → 06/2026
    Advisory Services Network, Llc
    Atlanta, GA
  • 06/2026 → Present
    Ascentis Wealth Management
    Dallas, TX
Previous Registrations
  • 2026-01-09 → 2026-07-01
    Advisory Services Network
    Atlanta, GA
    Frisco, TX
    Dallas, TX
  • 2025-02-07 → 2026-01-20
    Veracity Capital Llc
    Frisco, TX
    Dallas, TX
    Atlanta, GA
  • 2020-09-25 → 2025-01-06
    Fidelity Personal And Workplace Advisors
    Coral Gables, FL
  • 2019-10-23 → 2020-08-03
    Fidelity Personal And Workplace Advisors
    Coral Gables, FL
    Merrimack, NH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-10-04
S63 Uniform Securities Agent State Law Examination 2019-03-18
  • S66 Uniform Combined State Law Examination
    2019-10-04
  • S63 Uniform Securities Agent State Law Examination
    2019-03-18
Designations
Other Names
  • Niko Puritz

View on SEC IAPD

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