Kevin Gray has been an investment adviser representative at Ascentis Wealth Management since June 2026, and is not listed among the firm’s executive officers or direct owners.
Ascentis Wealth Management, LLC is a Dallas, TX firm with $596M under management, 259 clients and 5 advisers in one office, as of its May 2026 filing.
Kevin Gray’s longest registration was 12 years at The Ayco Company,l.p. (2006–2018). Before joining Ascentis Wealth Management in 2026, Kevin Gray was registered through Advisory Services Network and Veracity Capital LLC.
- – present · under a yearDallas, TX · Adviser representative · Firm CRD 330923
- Advisory Services Network– · under a yearDallas, TX · Adviser representative · Firm CRD 146051
- Veracity Capital LLC– · 6 yearsFrisco, TX · Adviser representative · Firm CRD 304272
- F3logic, LLC– · 1 yearDallas, TX · Adviser representative · Firm CRD 289863
- The Ayco Company,l.p.– · 12 yearsDallas, TX · Adviser representative · Firm CRD 106693
- RBC Dain Rauscher Inc.– · 1 yearPlano, TX · Adviser representative · Firm CRD 31194
- American Express Financial Advisors, Inc.– · under a yearDallas, TX · Adviser representative · Firm CRD 6363
Investment adviser representative registrations
Kevin Gray is registered as an investment adviser representative in Texas, since June 2026.
- TexasSince 23 June 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7TO | General Securities Representative Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 10 February 2003 |
| Series 7 | General Securities Representative Examination | 22 January 2003 |
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Kevin Scott Gray
- CRD
- 4609337
- Firm
- Ascentis Wealth Management · CRD 330923
- Office
- 5001 SPRING VALLEY RD, SUITE 810W, Dallas, TX 75244
- Registration
- Investment adviser registration
- In the industry since
- April 2003
- Disciplinary history
- Not yet shown here · SEC record
Where does Kevin Gray work?
Kevin Gray is an investment adviser representative registered through Ascentis Wealth Management, LLC since June 2026, and is not listed among the firm’s executive officers or direct owners.
Is Kevin Gray a financial advisor?
Yes. Kevin Gray has a current investment-adviser registration in Texas, through Ascentis Wealth Management since June 2026.
How many years of experience does Kevin Gray have?
Kevin Gray has 23 years in the financial industry, since April 2003, across 7 adviser firms.
What exams has Kevin Gray passed?
Kevin Gray has passed 3 licensing exams: the Series 7, Series 66 and Series 7TO. The earliest, the Series 7, was passed in January 2003. FINRA credited Kevin Gray with the SIE, which began in October 2018.
Where did Kevin Gray work before Ascentis Wealth Management?
Before Ascentis Wealth Management, Kevin Gray was registered through Veracity Capital LLC, July 2019 to January 2026; F3logic, LLC, November 2018 to December 2019; The Ayco Company,l.p., August 2006 to November 2018; RBC Dain Rauscher Inc., December 2004 to April 2006; American Express Financial Advisors, Inc., February 2003 to January 2004.
Where is Kevin Gray based?
Kevin Gray’s registered office is in Dallas, TX.
Is Kevin Gray registered with FINRA?
No. Kevin Gray has no current broker registration.
How can I verify Kevin Gray’s record?
Search CRD 4609337 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kevin Gray’s full registration record.
- Michael MansurPresident
- Matthew ReynoldsChief Compliance Officer
- Catherine BaileyDirector
- Clinton SorensonChief Investment Officer