JEFFS-CATONE PATRICK MICHAEL appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. JEFFS-CATONE PATRICK MICHAEL appears on 4 filing roles across Form ADV (4).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | ASCENTIS INDEPENDENT ADVISORS, LLC | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | DALLAS, TX |
| — | Form ADV | ASCENTIS ASSET MANAGEMENT, LLC | MEMBER | DALLAS, TX |
| — | Form ADV | GOLDEN STATE EQUITY PARTNERS, LLC | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | SOUTH COAST METRO, CA |
| — | Form ADV | GOLDEN STATE ASSET MANAGEMENT, LLC | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | SANTA ANA, CA |