AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
RA

Ralph W. Atwell

ASCENDIANT CAPITAL MARKETS
Jupiter, FL 33477
Some features on this profile are disabled
CRD#: 1050463
RA

Professional summary


Ralph Wayne Atwell JR, CFA, who also goes by R. Wayne Atwell Jr., R. Wayne Atwell, Ralph Wayne Atwell, is a registered financial professional currently at ASCENDIANT CAPITAL MARKETS, LLC located in Jupiter, Florida.

Ralph is registered as a RR (Registered Representative) and started their career in finance in 1982. Ralph has worked at 9 firms and has passed the Series 63, Series 79TO, SIE, Series 87, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


R. Wayne Atwell Jr. | R. Wayne Atwell | Ralph Wayne Atwell

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Ralph Wayne Atwell JR's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFA

Experience


Current

November 17, 2014 - Present

ASCENDIANT CAPITAL MARKETS, LLC

Office #1: 110 Front Street, Suite 300, Jupiter, FL 33477
BD
CRD#: 152912
Jupiter, FL
Past

March 16, 2012 - November 16, 2012

GLOBAL HUNTER SECURITIES, LLC

BD
CRD#: 123003
NEW YORK, NY
Past

May 12, 2011 - February 27, 2012

RODMAN & RENSHAW, LLC

BD
CRD#: 16415
NEW YORK, NY
Past

February 4, 2009 - May 4, 2011

CASIMIR CAPITAL L.P.

BD
CRD#: 105061
GREENWICH, CT
Past

April 29, 2008 - February 13, 2009

WASSERMAN & ASSOCIATES, INC.

BD
CRD#: 45085
MYRTLE BEACH, SC
Past

April 2, 1991 - May 3, 2006

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
NEW YORK, NY
Past

February 3, 1984 - February 11, 1991

GOLDMAN SACHS & CO. LLC

BD
CRD#: 361
NEW YORK, NY
Past

October 19, 1982 - January 5, 1983

CAPIS

BD
CRD#: 7551
Past

June 28, 1982 - July 12, 1982

DAVIS, SKAGGS & CO., INC.

BD
CRD#: 208

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(11/17/2014)
RR
Connecticut
(11/17/2014)

Exams


State Security Law Exam
RR
Series 63
Date: 9/6/1984
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


AC
ASCENDIANT CAPITAL MARKETS, LLC
ASCENDIANT CAPITAL MARKETS, LLC

CRD#: 152912 / SEC#: , 8-68487

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
110 Front Street, Suite 300, Jupiter, FL 33477
Mailing Address
4 Park Plaza, Suite 1950, Irvine, CA 92614
Phone number
(949) 259-4900
Established
Nevada since 01/04/2010
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (29 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
ASCENDIANT CAPITAL PARTNERS, LLCPARENT CO / SOLE MEMBER
BERGENDAHL, MARK ALLANPRESIDENT1394272
BROWN, MICHAEL OWENCFO/ FINOP1658070
MEGENITY, BRIAN MCDONALDCCO2889637
WILHITE, BRADLEYCHIEF OPERATING OFFICER4722291

Disclosures


Regulatory Event10

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


ASCENDIANT CAPITAL MARKETS, LLC

CRD#: 152912Jupiter, FL 33477

TRUST BUT VERIFY

Monitor Ralph Atwell

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Robert Burns
Robert BurnsAdvisorCheck Check Mark
J.P. MORGAN SECURITIES LLC
IAR
RR
Palm Beach Gardens, FL
Spencer Carpenter Iv
Spencer Carpenter IvAdvisorCheck Check Mark
TRUIST ADVISORY SERVICES, INC.
IAR
RR
WEST PALM BEACH, FL
Benjamin Jay Silberman
Benjamin SilbermanAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
Palm Beach Gardens, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics