SORENSON MERLIN CLINTON WAYNE appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. SORENSON MERLIN CLINTON WAYNE appears on 8 filing roles across Form ADV (8).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | WEALTHSHIELD PARTNERS, LLC | OWNER/PARTNER | CARY, NC |
| — | Form ADV | ORG PARTNERS LLC | MEMBER | DALLAS, TX |
| — | Form ADV | ASCENTIS WEALTH MANAGEMENT, LLC | CHIEF INVESTMENT OFFICER | DALLAS, TX |
| — | Form ADV | ORG PARTNERS ASSET MANAGEMENT LLC | CO-FOUNDER | DALLAS, TX |
| — | Form ADV | 724 ASSET MANAGEMENT, LLC | OWNER | — |
| — | Form ADV | 724 CAPITAL, LLC | OWNER | — |
| — | Form ADV | WEALTHSHIELD LLC | MEMBER | CARY, NC |
| — | Form ADV | ORG PRIVATE ADVISOR GROUP, LLC | MEMBER | ROANOKE, IN |