SourcingSourcing

ASHLEIGH COOPER SWAYZE

C5
IAR CRD 4632543·Industry start 2021-12-06

Identity

Legal name
ASHLEIGH COOPER SWAYZE
CRD
4632543
NPN
—

Career

Previous employments
GLEACHER PARTNERS LLC2005-01-21
Current branches
—
Designations
—
Education
—

BrokerCheck signals

Industry start
2021-12-06
Est. age
27
Age confidence
high
Est. birth year
1999
BC active
No
IA active
No
Disclosures
Yes
Private residence
No

Firm affiliations

17
CLASSIC ASSET MANAGEMENT, LLC
Executive Officer · 2.5% ownership
CRD 122030
ONEASCENT FINANCIAL SERVICES LLC
Executive Officer · 2.5% ownership
CRD 284549
ARROWHEAD INVESTMENT MANAGEMENT LLC
Executive Officer · 2.5% ownership
CRD 285032
ONEASCENT INVESTMENT SOLUTIONS, LLC
Executive Officer · 2.5% ownership
CRD 285512
BERNARDO WEALTH PLANNING, LLC
Executive Officer · 2.5% ownership
CRD 288705
CAMELOT EVENT-DRIVEN ADVISORS, LLC
Executive Officer · 2.5% ownership
CRD 291798
INVESTMENT RESEARCH PARTNERS LLC
Executive Officer · 2.5% ownership
CRD 304315
ONEASCENT WEALTH MANAGEMENT LLC
Executive Officer · 2.5% ownership
CRD 308057
PATRON PARTNERS, LLC
Executive Officer · 2.5% ownership
CRD 310629
AVAIL INVESTMENT PARTNERS, LLC
Executive Officer · 2.5% ownership
CRD 315678
ONEASCENT CAPITAL LLC
Executive Officer · 2.5% ownership
CRD 323220
ONEASCENT FAMILY OFFICE LLC
Executive Officer · 2.5% ownership
CRD 323305
TRIBRIDGE PARTNERS FINANCIAL LLC
Executive Officer · 2.5% ownership
CRD 326489
CARNEGIE LAKE ADVISORS LLC
Executive Officer · 2.5% ownership
CRD 330024
THE QUICK GROUP LLC
Executive Officer · 2.5% ownership
CRD 334472
WARNER GROUP LLC
Executive Officer · 2.5% ownership
CRD 334877
ROOTED FINANCIAL GROUP, LLC
Executive Officer · 2.5% ownership
CRD 335302