SC
Sorenson, Clinton, Wayne
CRD 5393457
Firms
No current firm registrations on file.
Ownership stakes
-
Ascentis Wealth Management, Llc
Chief Investment Officer · Less than 5% · Aug 2024
-
Ascentis Wealth Management, Llc
Owner · 50% – 75% · Aug 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗