Best Investors
Account
Sign in
254 E 2Nd Street Suite 2, Powell, WY 82435 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-20 |
| WY | RA | APPROVED | 2026-04-15 |
| CA | RA | APPROVED | 2014-05-08 |
Branch Locations
5001 Spring Valley Road Suite 810W, Dallas, TX 75244 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-09-15 |
Branch Locations
5001 Spring Valley Road Suite 810W, Dallas, TX 75244 • United States
5001 Spring Valley Rd Suite 810W, Dallas, TX 75244 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-03-25 |
Branch Locations
201 E Sandpointe Ave Suite 460, South Coast Metro, CA 92707 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Golden State Wealth Management, Llc | Santa Ana | CA | 02/2014 | Present |
| Ascentis Independent Advisors, Llc | Dallas | TX | 11/2017 | Present |
| Lpl Financial, Llc | Irvine | CA | 01/2014 | 11/2017 |
| Ascentis Asset Management | Dallas | TX | 03/2019 | Present |
| Lpl Financial, Llc | Santa Ana | CA | 01/2019 | Present |
1.02/26/2019; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Golden State Wealth Management, LLC /; Investment Related; at Reported Business Location(s); Start Date 02/26/2019; hrs/mth; hrs during trading 2.02/26/2019; ; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 02/26/2019; hrs/mth; hrs during trading 3.02/26/2019; JOHN AND JENNIFER NAHAS TRUST; Act in a Fiduciary Capacity; Investment Related; 5433 The Toledo Long Beach,CA; Start Date 02/26/2019; hrs/mth; hrs during trading 4.03/06/2019; Golden State Wealth Management, LLC; Registered Investment Advisor Hybrid; Investment Related; at Reported Business Location(s); Start Date 02/26/2019; 80hrs/mth; hrs during trading; 5.04/02/2019; Golden State Asset Management, LLC; Registered Investment Advisor DBA; Investment Related; at Reported Business Location(s); Start Date 03/27/2019; 120hrs/mth; 8hrs during trading; 6.04/02/2019; Golden State Equity Partners, LLC; Registered Investment Advisor DBA; Investment Related; at Reported Business Location(s); Start Date 03/27/2019; 160hrs/mth; 8hrs during trading; 7.04/23/2019; Golden State Wealth Management LLC; Registered Investment Advisor DBA; Not Investment Related; at Reported Business Location(s); Start Date 04/22/2019; 120hrs/mth; 8hrs during trading; 8.04/23/2019; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Golden State / Golden State Wealth Management; Investment Related; at Reported Business Location(s); Start Date 04/18/2019; 120hrs/mth; 8hrs during trading 9.10/20/2020; Golden State Asset Management; Registered Investment Advisor DBA; Investment Related; at Reported Business Location(s); Start Date 10/08/2020; 120hrs/mth; 8hrs during trading; 10.03/05/2021; Home and Loan Finders; Mortgage/Real Estate Services; Investment Related; Santa Ana,CA; Start Date 01/25/2021; 2hrs/mth; 0hrs during trading 11.01/18/2022; Golden State Asset Management, LLC- WY; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 12/23/2021; 10hrs/mth; 10hrs during trading 12.09/11/2023; Built Financial, LLC; Business Entity For Tax/Investment Purposes Only; Investment Related; at Reported Business Location(s); Start Date 08/25/2023; 5hrs/mth; 5hrs during trading 13.05/27/2026; Ascentis Independent Advisors (HYBRID); Registered Investment Advisor Hybrid; Investment Related; at Reported Business Location(s); Start Date 05/15/2026; 100hrs/mth; 40hrs during trading; Chief Executive Officer and Business Development
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-05-07 |
| S63 | Uniform Securities Agent State Law Examination | 2001-08-16 |
Reach out to this advisor