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Current Employers
Ascentis Asset Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-11-19
  • TX RA
    APPROVED
    Since 2025-11-19

Branch Locations

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

Ascentis Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-07-12
  • TX RA
    APPROVED
    Since 2024-07-12

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
Texas Tech University Lubbock TX 08/2016 05/2020
Greg Homesley Cpa Pc Lubbock TX 05/2020 05/2022
Org Partners Dba Cap Dallas TX 06/2022 Present
Ascentis Wealth Management Dallas TX 07/2024 Present
Org Partners Asset Management Dallas TX 11/2024 Present
Ascentis Asset Management Dallas TX 11/2025 Present
  • 08/2016 → 05/2020
    Texas Tech University
    Lubbock, TX
  • 05/2020 → 05/2022
    Greg Homesley Cpa Pc
    Lubbock, TX
  • 06/2022 → Present
    Org Partners Dba Cap
    Dallas, TX
  • 07/2024 → Present
    Ascentis Wealth Management
    Dallas, TX
  • 11/2024 → Present
    Org Partners Asset Management
    Dallas, TX
  • 11/2025 → Present
    Ascentis Asset Management
    Dallas, TX
Previous Registrations
  • 2024-04-03 → 2026-01-05
    Org Partners
    Dallas, TX
    Dallas, TX
  • 2024-12-06 → 2025-08-25
    Org Partners Asset Management
    Dallas, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-04-03
  • S65 Uniform Investment Adviser Law Examination
    2024-04-03
Designations
Other Names
  • Michael Wood

View on SEC IAPD

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