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Conner Wilson Ascher

Gentrust

Newport Beach, CA

Miami, FL

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Current Employers
Gentrust

1450 Brickell Avenue Suite 3050, Miami, FL 33131 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-07-22
  • CA RA
    APPROVED
    Since 2025-07-22

Branch Locations

Newport Beach, CA • United States

1450 Brickell Avenue Suite 3050, Miami, FL 33131 • 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
Morningstar Inc Chicago IL 07/2016 08/2017
William Blair Chicago IL 08/2017 05/2018
Rx3 Growth Partners Newport Beach CA 05/2018 02/2021
Source One Global, Inc. Los Angeles CA 02/2021 08/2022
Alliancebernstein L.P. Los Angeles CA 11/2022 06/2025
Unemployed Los Angeles CA 08/2022 11/2022
Gentrust Miami FL 07/2025 Present
  • 07/2016 → 08/2017
    Morningstar Inc
    Chicago, IL
  • 08/2017 → 05/2018
    William Blair
    Chicago, IL
  • 05/2018 → 02/2021
    Rx3 Growth Partners
    Newport Beach, CA
  • 02/2021 → 08/2022
    Source One Global, Inc.
    Los Angeles, CA
  • 11/2022 → 06/2025
    Alliancebernstein L.P.
    Los Angeles, CA
  • 08/2022 → 11/2022
    Unemployed
    Los Angeles, CA
  • 07/2025 → Present
    Gentrust
    Miami, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-01-06
S63 Uniform Securities Agent State Law Examination 2012-03-07
  • S66 Uniform Combined State Law Examination
    2023-01-06
  • S63 Uniform Securities Agent State Law Examination
    2012-03-07
Other Names
  • Conner Wilson Ascher
  • Conner Ascher

View on SEC IAPD

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