Unclaimed Profile

Catherine Gaynell Bailey

ORG WEALTH PARTNERS LLC·DALLAS, Texas

SIE, Series 7, Series 55, Series 63, Series 66Clean record18 years registeredORG WEALTH PARTNERS LLC

5001 SPRING VALLEY RD, DALLAS, TX 75244CRD# 1121134Firm CRD# 330923

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Catherine Gaynell Bailey · DALLAS, TX

Registration

CRD #1121134 · ORG WEALTH PARTNERS LLC · 18 years registered

Brand Profile

Not yet started

Career History

ASCENTIS INDEPENDENT ADVISORS, LLC

Oct 2025 – present

ASCENTIS ASSET MANAGEMENT, LLC

Sep 2025 – present

ORG PARTNERS

Oct 2021 – Jan 2026

Dallas, TX

CASTLEVIEW PARTNERS, LLC

Dec 2017 – Mar 2021

DALLAS, TX

TD AMERITRADE, INC.

Jul 2013 – Nov 2015

FT. WORTH, TX

ARGENTUS ADVISORS, LLC

Jan 2013 – Jun 2013

DALLAS, TX

SUMMITALLIANCE ADVISORS, L.L.C.

Jul 2008 – Mar 2011

GIG HARBOR, WA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 55

Series 63

Series 66

Registration record

First registered · July 22, 2008

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ORG WEALTH PARTNERS LLC

CRD 330923 · SEC 801-130034

AUM

$248M

Regulatory assets under management

Employees

481 client accounts

Services offered by ORG WEALTH PARTNERS LLC

Per Form ADV

Financial planning

Client types served by the firm

Per Form ADV

High Net Worth Individuals

View all advisors at ORG WEALTH PARTNERS LLC →

Introduction

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Frequently Asked Questions

What services does Catherine Gaynell Bailey offer?

Catherine Gaynell Bailey specializes in Financial Planning, Fee-Only Advisory. Contact their office in DALLAS, Texas for a consultation.

What are Catherine Gaynell Bailey's credentials?

Catherine Gaynell Bailey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Catherine Gaynell Bailey located?

Catherine Gaynell Bailey is based in DALLAS, Texas, working with ORG WEALTH PARTNERS LLC. Their office serves clients in the DALLAS metropolitan area and surrounding communities.

How does Catherine Gaynell Bailey charge for services?

Catherine Gaynell Bailey's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ORG WEALTH PARTNERS LLC?

ORG WEALTH PARTNERS LLC has approximately 6 employees and manages $248M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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