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

Jul 1, 2005earliest registration or exam on IAPD

Years in industry

21derivedfrom the industry start date

Years at current firm

5derivedfrom the current registration's begin date

Prior firms

1

Current registrations

4

Registered states

2

Exams

S65

First exam

Mar 7, 2021

First registration

Feb 16, 2022

Dual registered

no

IAPD individual key

7283115

• Occurred

  Sep 20, 2022
  Advisor changed firm

  Matthew Thomas Catone left Golden State Equity Advisors, Llc for Ascentis Independent Advisors, Llc (registered 2022-09-15)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:8e7b2b68-3df1-0a6a-4850-478637d9dff0

First observed

Feb 16, 2022

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.