Best Investors Account Sign in
Current Employers
Ascent Wealth Management Group, Llc

1600 Ponce De Leon Blvd Suite 1000, Coral Gables, FL 33134 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-05-30
  • FL RA
    APPROVED
    Since 2023-05-30

Branch Locations

1600 Ponce De Leon Blvd Suite 1000, Coral Gables, FL 33134 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services, Inc. Miami FL 09/2013 05/2023
Ascent Wealth Management Coral Gables FL 04/2023 Present
Pina & Associates Coral Gables FL 08/2014 12/2023
Reliable Insurance Solutions, Inc Coral Gables FL 01/2025 03/2025
Cjm Insurance Solutions, Inc Coral Gables FL 02/2025 Present
  • 09/2013 → 05/2023
    Ameriprise Financial Services, Inc.
    Miami, FL
  • 04/2023 → Present
    Ascent Wealth Management
    Coral Gables, FL
  • 08/2014 → 12/2023
    Pina & Associates
    Coral Gables, FL
  • 01/2025 → 03/2025
    Reliable Insurance Solutions, Inc
    Coral Gables, FL
  • 02/2025 → Present
    Cjm Insurance Solutions, Inc
    Coral Gables, FL
Previous Registrations
  • 2013-10-08 → 2023-05-11
    Coral Gables, FL
  • 2001-10-02 → 2013-10-01
    Msi Financial Services, Inc.
    Coral Gables, FL
    Miami, FL
    West Palm Beach, FL
    West Palm Beach, FL
    Coral Gables, FL
Other Businesses

Independent Insurance Brokering; MetLife; June 2001/ Standard; June 2007/ Principal; July 2011/ Pacific Life; July 2009/ Progressive Insurance Company; March 2009/ National Life Insurance Company; June 2010/ CIGNA; September 2016/ BrightHouse Life Insurance; June 2022; Term Life, Fixed Annuity/Life Insurance of the Southwest: October 2013/National Life of Vermont: June 2025. Property & Casualty Insurance: VP Reliable Insurance Solutions, Inc: January 2024. CJM Insurance Solutions, Inc; President; Investment related: Yes; 1600 Ponce De Leon Blvd Suite 1000 Coral Gables FL 33134; Responsibilities Duties: Operational; Start date: 2025-02-24; Hours per month devoted to business during trading hours: 10; Hours per month devoted to business outside trading hours: 5; Percentage of total yearly compensation expected to be derived from the business: 10%.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2013-12-27
  • S63 Uniform Securities Agent State Law Examination
    2013-12-27
Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Coral Gables, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor