JEFFS-CATONE, PATRICK, MICHAEL

C21

IAR CRD 5738008·Industry start 2011-02-08

Identity

Legal name

JEFFS-CATONE, PATRICK, MICHAEL

CRD

5738008

NPN

—

Career

Previous employments

LPL FINANCIAL LLC2012-06-04

RAYMOND JAMES FINANCIAL SERVICES, INC.2011-02-09

Current branches

LPL FINANCIAL LLC

ASCENTIS INDEPENDENT ADVISORS, LLC

Designations

—

Education

—

BrokerCheck signals

Industry start

2011-02-08

Est. age

37

Age confidence

—

Est. birth year

1989

BC active

Yes

IA active

Yes

Disclosures

No

Private residence

No

Firm affiliations

4

GOLDEN STATE WEALTH MANAGEMENT, LLC

IAR · Direct Owner · 37.5% ownership

REDWOOD INVESTMENT GROUP, INC

ASCENTIS ASSET MANAGEMENT, LLC

ASCENTIS INDEPENDENT ADVISORS, LLC

IAR · Executive Officer · 2.5% ownership