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Jeffrey J Cismoski

Ascentis Independent Advisors, LLC

Dallas, TX

Schaumberg, IL

Okatie, SC

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Current Employers
Ascentis Independent Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2026-01-08
SC RA APPROVED 2026-01-08
  • IL RA
    APPROVED
    Since 2026-01-08
  • SC RA
    APPROVED
    Since 2026-01-08

Branch Locations

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

1900 E Golf Rd, Ste 950, Schaumberg, IL 60173 • United States

110 Trader's Cross Rd, Okatie, SC 29909 • 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
Evanston Investments Inc Dba Evanston Advisors Schaumburg IL 09/2013 04/2019
Cresset Asset Management, Llc Schaumburg IL 03/2019 10/2020
Wealthshield Partners, Llc Cary NC 10/2020 07/2021
Org Partners Llc Schaumburg IL 07/2021 01/2026
Ascentis Independent Advisors Dallas TX 01/2026 Present
  • 09/2013 → 04/2019
    Evanston Investments Inc Dba Evanston Advisors
    Schaumburg, IL
  • 03/2019 → 10/2020
    Cresset Asset Management, Llc
    Schaumburg, IL
  • 10/2020 → 07/2021
    Wealthshield Partners, Llc
    Cary, NC
  • 07/2021 → 01/2026
    Org Partners Llc
    Schaumburg, IL
  • 01/2026 → Present
    Ascentis Independent Advisors
    Dallas, TX
Previous Registrations
  • 2021-07-30 → 2026-01-05
    Org Partners
    Dallas, TX
    Schaumburg, IL
  • 2020-10-20 → 2021-07-30
    Wealthshield Partners, Llc
    Schaumburg, IL
  • 2019-03-15 → 2020-10-20
    Cresset Asset Management, Llc
    Schaumburg, IL
    Chicago, IL
  • 2013-11-07 → 2019-04-22
    Evanston Advisors
    Schaumburg, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-02-21
S63 Uniform Securities Agent State Law Examination 2011-06-09
  • S65 Uniform Investment Adviser Law Examination
    2014-02-21
  • S63 Uniform Securities Agent State Law Examination
    2011-06-09
Designations

View on SEC IAPD

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