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

Dec 1, 2002earliest registration or exam on IAPD

Years in industry

23derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

3

Exams

S66|S63

First exam

Feb 21, 2003

First registration

Feb 12, 2007

Dual registered

yes, broker-dealer

Other names

KREAT ANTONY LEWIS

IAPD individual key

4618636

• Occurred

  Nov 12, 2022
  Advisor changed firm

  Kreat Antony Lewis left Edward Jones for Golden State Wealth Management, Llc (registered 2022-11-07)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:e89716b2-2ccb-1c47-381f-2307979b6c8d

First observed

Feb 12, 2007

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.