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JONATHAN LOEFFLER
CRD#: 5979802
IA
Investment Adviser
ASCENT CAPITAL PARTNERS, LLCCRD#: 291218 5956 SHERRY LANE
20TH FLOOR
DALLAS, TX 75225
Registration History
20162017201820192020202120222023202420252026IAASCENT CAPITAL PARTNERS, LLC (CRD# 291218)2021 - Present (3 years)IARILEY PRIVATE CLIENT LLC (CRD# 310313)2021 - 2021 (<1 year)IARILEY WEALTH ADVISORS, LLC (CRD# 145734)2017 - 2021 (3 years)IATL PRIVATE WEALTH (CRD# 167818)2016 - 2017 (1 year)
License(s)

State Registrations

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Arizona 9/10/2021

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Texas 3/12/2021

Current Registration(s)
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ASCENT CAPITAL PARTNERS, LLC (CRD#:291218)
5956 SHERRY LANE 20TH FLOOR, DALLAS, TX 75225
Registered with this firm since 3/12/2021

Previous Registration(s)
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03/02/2021 - 03/15/2021 RILEY PRIVATE CLIENT LLC (CRD#:310313) SOUTHLAKE, TX
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10/28/2017 - 03/15/2021 RILEY WEALTH ADVISORS, LLC (CRD#:145734) SOUTHLAKE, TX
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07/12/2016 - 09/06/2017 TL PRIVATE WEALTH (CRD#:167818) SOUTHLAKE, TX
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Disclosures
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