This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

GOLDEN STATE WEALTH MANAGEMENT, LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jun 30, 2011earliest registration or exam on IAPD

Years in industry

15derivedfrom the industry start date

Years at current firm

13derivedfrom the current registration's begin date

Prior firms

4

Current registrations

4

Registered states

9

Exams

S66

First exam

Jun 30, 2011

First registration

Jul 14, 2011

Dual registered

yes, broker-dealer

Other names

PATRICK MICHAEL JEFFS-CATONE|PATRICK MICHAEL CATONE

IAPD individual key

5738008

• Occurred

  Sep 20, 2022
  Advisor changed firm

  Patrick Michael Jeffs-Catone left Golden State Equity Advisors, Llc for Golden State Asset Management (registered 2020-07-10)

  Form ADVobserved 3 days ago
• Occurred

  Mar 14, 2022
  Advisor changed firm

  Patrick Michael Jeffs-Catone left Golden State Asset Management for Ascentis Asset Management, Llc (registered 2022-03-25)

  Form ADVobserved 3 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:6d8b6df0-2d85-5a0f-c5be-e9d13998dee1

First observed

Jul 14, 2011

Last observed

Sep 15, 2026 4 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.