Darcy J. Wride

ASCEND INVESTMENT PARTNERS

OGDEN, UT 84401

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CRD#: 2330560

Professional summary

Darcy Jones Wride, who also goes by Darcy J Wride, is a registered financial advisor currently at ASCEND INVESTMENT PARTNERS located in Ogden, Utah.

Darcy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Darcy has worked at 4 firms and has passed the Series 66, Series 65, Series 63, SIE, Series 31, Series 7, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Darcy J Wride

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.

1. THREE SIX SIX MIKE ECHO, LLC; NON-INV RELATED; 316 W 3450 N OGDEN UT 84414; LLC TO TAKE CARE OF OWNERSHIP ADMINISTRATION OF AIRPLANE N366ME AND HANGER S 796 LOCATED AT OGDEN HINKLEY AIRPORT, OGDEN, UT; 25% MEMBER; START: 2002; HRS/MONTH: 1; HOURS DURING TRADING: 0. 2. HAYDAR PROPERTIES, LLC; INV RELATED; 316 W 3450 N OGDEN UT 84414; LLC FORMED FOR THE PURPOSE OF OWNING OFFICE BUILDING SHARE AND/OR PAYING RENT TO, AIRPLANE HANGAR SHARE, AND AIRPLANES; 50% MEMBER; START: 10/2005; HRS/MONTH: 1; HOURS DURING TRADING: 0.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Darcy Jones Wride'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®

None

Experience

Current

July 29, 2020 - Present

ASCEND INVESTMENT PARTNERS

Office #1: 2225 Washington Blvd. Suite 110, Ogden, UT 84401

RIA

CRD#: 307667

OGDEN, UT

Past

October 14, 2005 - July 27, 2020

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA

CRD#: 11025

OGDEN, UT

Past

October 14, 2005 - July 27, 2020

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CRD#: 11025

OGDEN, UT

Past

August 8, 2000 - October 27, 2005

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

SOUTH OGDEN, UT

Past

May 22, 2000 - October 27, 2005

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

Past

August 11, 1993 - June 5, 2000

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ST. LOUIS, MO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ASCEND INVESTMENT PARTNERS

ASCEND INVESTMENT PARTNERS | KESLER, NORMAN & WRIDE, LLC

CRD#: 307667 / SEC#: 801-118514

RIA

Registered Investment Advisory firm - (4/23/2020 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(9/24/2020)

IAR

Utah
(7/29/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/24/2000

Uniform Combined State Law Examination

State Security Law Exam

IAR

Series 65

Date: 1/22/1998

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/17/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 7/30/2009

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 8/9/1993

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 10/25/2002

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 2/8/2002

General Securities Sales Supervisor - Options Module Examination

Current Firm

ASCEND INVESTMENT PARTNERS

ASCEND INVESTMENT PARTNERS | KESLER, NORMAN & WRIDE, LLC

CRD#: 307667 / SEC#: 801-118514

RIA

Registered Investment Advisory firm - (4/23/2020 Approved)

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Contact information

Main Address

2225 Washington Blvd. Suite 110, Ogden, UT 84401

Mailing Address

Phone number

(801) 476-1200

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (14 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A WRAP APPENDIX (8/22/2025)

FORM ADV PART 2A - FIRM BROCHURE (8/22/2025)

Regulatory assets under management

Total Number of Accounts	2,322
AUM (Assets Under Management)	$ 618,803,317

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.

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Advisor Monitoring

Firm Stability Insights

Darcy J. Wride

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Darcy Jones Wride's CRS (Customer Relationship Summary).

Certified licenses

Experience

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

WELLS FARGO CLEARING SERVICES, LLC

Primary Firm SEC Registration

ASCEND INVESTMENT PARTNERS

State Registrations and Notice Filings

Exams

Series 66

Date: 7/24/2000

Series 65

Date: 1/22/1998

Series 63

Date: 8/17/1993

SIE

Date: 10/1/2018

Series 31

Date: 7/30/2009

Series 7

Date: 8/9/1993

Series 10

Date: 10/25/2002

Series 9

Date: 2/8/2002

Current Firm

ASCEND INVESTMENT PARTNERS

Contact information

SEC notice filing (14 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ASCEND INVESTMENT PARTNERS

TRUST BUT VERIFY

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