PATRICK MICHAEL JEFFS-CATONE is an investment adviser representative (IAR) with state registration records since 2011, appearing at 8 firms. Currently registered with REDWOOD INVESTMENT GROUP, INC, GOLDEN STATE WEALTH MANAGEMENT, LLC, ASCENTIS ASSET MANAGEMENT, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| ASCENTIS INDEPENDENT ADVISORS, LLC | 2022-09-15 | present | Yes |
| ASCENTIS ASSET MANAGEMENT, LLC | 2022-03-25 | present | Yes |
| GOLDEN STATE ASSET MANAGEMENT | 2020-07-10 | 2022-03-14 | — |
| GOLDEN STATE EQUITY ADVISORS, LLC | 2018-03-26 | 2022-09-20 | — |
| GOLDEN STATE WEALTH MANAGEMENT, LLC | 2013-08-06 | present | Yes |
| REDWOOD INVESTMENT GROUP, INC | 2013-06-21 | present | Yes |
| LPL FINANCIAL LLC | 2012-06-05 | 2016-12-23 | — |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | 2011-07-14 | 2012-06-05 | — |