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Current Employers
Ascend Wealth Advisors, Llc

3560 3Rd Street South, Jacksonville Beach, FL 32250 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APP_PEND_IARCE 2026-01-01
  • FL RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

3560 3Rd Street South, Jacksonville Beach, FL 32250 • 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
Pga Tour, Inc. Ponte Vedra Beach FL 04/2012 12/2019
Swindell Bohn Durden & Phillips Pl Jacksonville Beach FL 01/2020 Present
Ascend Wealth Advisors, Llc Jacksonville Beach FL 01/2024 Present
  • 04/2012 → 12/2019
    Pga Tour, Inc.
    Ponte Vedra Beach, FL
  • 01/2020 → Present
    Swindell Bohn Durden & Phillips Pl
    Jacksonville Beach, FL
  • 01/2024 → Present
    Jacksonville Beach, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-11-25
  • S65 Uniform Investment Adviser Law Examination
    2023-11-25

View on SEC IAPD

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