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

ASCENTIS INDEPENDENT ADVISORS, 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

Jul 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S65

First exam

Nov 20, 2020

First registration

May 17, 2021

Dual registered

no

IAPD individual key

7361424

• Occurred

  Sep 20, 2022
  Advisor changed firm

  Jordan Vander Poorten left Golden State Equity Advisors, Llc for Ascentis Independent Advisors, Llc (registered 2025-01-01)

  Form ADVobserved 5 days ago
• Occurred

  Sep 7, 2022
  Advisor changed firm

  Jordan Vander Poorten left Tvn Wealth Management Inc for Golden State Equity Advisors, Llc (registered 2021-09-16)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:87c20254-3daf-9c90-67f7-9febf75f194f

First observed

May 17, 2021

Last observed

Sep 14, 2026 6 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.