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5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-10-16 |
| TX | RA | APPROVED | 2025-10-16 |
Branch Locations
14636 N Scottsdale Road Suite 250, Scottsdale, AZ 85254 • United States
5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vector Marketing | Ballwin | MO | 12/2018 | 08/2019 |
| Bass Pro Shops | Columbia | MO | 04/2021 | 07/2021 |
| Synergy Wealth Solutions | Chesterfield | MO | 06/2022 | 01/2023 |
| Unemployed | Belleville | IL | 11/2013 | 12/2018 |
| Unemployed | Belleville | IL | 09/2022 | 11/2023 |
| Unemployed | Belleville | IL | 09/2019 | 02/2021 |
| Unemployed | Belleville | IL | 09/2021 | 04/2022 |
| Charles Schwab & Co., Inc. | Phoenix | AZ | 11/2023 | 06/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Scottsdale | AZ | 07/2024 | 10/2025 |
| Tiger Moving | Earth City | MT | 10/2023 | 10/2023 |
| American Campus Communities Services Inc | Columbia | MT | 05/2021 | 05/2021 |
| University Of Missouri | Columbia | MT | 08/2019 | 05/2023 |
| Kestra Investment Services, Llc | Scottsdale | AZ | 10/2025 | Present |
| Kestra Private Wealth Services, Llc | Scottsdale | AZ | 10/2025 | Present |
NAME: ASCEND PRIVATE WEALTH PARTNERS POSITION: Sr. Client Service Specialist NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/16/2025 ADDRESS: 16260 N 71st St, Scottsdale AZ 85254, United States DESCRIPTION: Providing general market insight, assisting clients with money movement transactions, client service.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-12 |
| S63 | Uniform Securities Agent State Law Examination | 2024-03-08 |
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