# PATRICK MICHAEL JEFFS-CATONE

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.

## Registration history (8)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [ASCENTIS INDEPENDENT ADVISORS, LLC](https://search.stillhousedata.com/firm/322879) | 2022-09-15 | present | Yes |
| [ASCENTIS ASSET MANAGEMENT, LLC](https://search.stillhousedata.com/firm/318126) | 2022-03-25 | present | Yes |
| [GOLDEN STATE ASSET MANAGEMENT](https://search.stillhousedata.com/firm/299649) | 2020-07-10 | 2022-03-14 | — |
| [GOLDEN STATE EQUITY ADVISORS, LLC](https://search.stillhousedata.com/firm/289796) | 2018-03-26 | 2022-09-20 | — |
| [GOLDEN STATE WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/167995) | 2013-08-06 | present | Yes |
| [REDWOOD INVESTMENT GROUP, INC](https://search.stillhousedata.com/firm/168017) | 2013-06-21 | present | Yes |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2012-06-05 | 2016-12-23 | — |
| [RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC](https://search.stillhousedata.com/firm/149018) | 2011-07-14 | 2012-06-05 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5738008)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5738008.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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