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8170 Corporate Park Dr. Suite 300, Cincinnati, OH 45242 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2024-02-06 |
Branch Locations
302 Innovation Dr Ste 310, Franklin, TN 37067 • United States
8170 Corporate Park Dr. Suite 300, Cincinnati, OH 45242 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ascension Financial Partners | Brentwood | TN | 06/2012 | Present |
| Ohio National Financial Services | Cincinnati | OH | 08/2017 | 03/2021 |
| The O.N. Equity Sales Company | Cincinnati | OH | 01/2018 | 03/2021 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 03/2021 | 07/2023 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 03/2021 | 07/2023 |
| United Advisor Group | Franklin | TN | 01/2024 | Present |
1) ASCENSION FINANCIAL PARTNERS, 216 CENTERVIEW DRIVE, STE 222, BRENTWOOD, TN, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES & GROUP BENEFITS, 08/01/06, NIR, 30 HR/WK- 30/TRADING HR. ASCENSION FINANCIAL PARTNERS IS ALSO A D/B/A FOR UAG ADVISORY BUSINESS. 2) Granite Retirement and Tax Advice, Not Investment-related, 318 E College Street Dickson, TN 37055, Tax Preparation, 02/2026. 21-40 hours/month. 21-40 hours/month during trading hours. Help prepare tax returns on Wednesdays through tax season.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-03-03 |
| S63 | Uniform Securities Agent State Law Examination | 2019-07-23 |
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