David H. Belding
Professional summary
David Hamilton Belding, who also goes by David Belding, is a registered financial advisor currently at ASCENSION CAPITAL ADVISORS, INC. located in Houston, Texas.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. David has worked at 2 firms and has passed the Series 65 and Series 2 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view David Hamilton Belding's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 22, 2018 - Present
ASCENSION CAPITAL ADVISORS, INC.
Office #1: 4900 Woodway Drive Suite 1150, Houston, TX 77056January 2, 2003 - March 27, 2018
SAGE HARBOR ADVISORS, INC.
Primary Firm SEC Registration
ASCENSION CAPITAL ADVISORS, INC.
CRD#: 109518 / SEC#: 801-57951
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/22/2018)
Exams
Series 2
Date: 4/6/1994
Non-Member General Securities ExaminationCurrent Firm
ASCENSION CAPITAL ADVISORS, INC.
CRD#: 109518 / SEC#: 801-57951
Contact information
SEC notice filing (2 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 519 |
| AUM (Assets Under Management) | $ 634,287,172 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/22/2024 | ||
| 01/18/2024 | ||
| 01/18/2023 |
Red Flags
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