Misty Dejon Porter

Employer firm

Ascentis Independent Advisors, LLC CRD 322879

$2.09B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2007 → 09/2017
  Citigroup Global Markets Inc.
  Palm Desert, CA
• 12/2017 → Present
  Golden State Equity Partners, Llc
  Yucca Valley, CA

Previous Registrations

• 2017-12-05 → 2022-09-20
  Golden State Equity Advisors, Llc
  Yucca Valley, CA
• 2007-05-29 → 2017-10-26
  Citigroup Global Markets Inc.
  Palm Desert, CA
  San Jose, CA
  Banning, CA
  Calimesa, CA
  Hemet, CA
  Yucaipa, CA
  San Antonio, TX
  Beaumont, CA
  Palm Springs, CA
  Fountain Valley, CA
  San Francisco, CA
  Palm Desert, CA
  Fresno, CA
• 2005-08-16 → 2007-05-29
  Citicorp Investment Services
  Banning, CA
  Palm Desert, CA
  Banning, CA

Other Businesses

(1) 05/2008 - PRESENT; RENTAL PROPERTY; SINGLE FAMILY RESIDENCE; NON-INVESTMENT RELATED; YUCCA VALLEY, CA; PROPERTY OWNERS; 0 HRS PER MONTH; 0 HRS DURING BUSINESS HOURS. 2- 07/2026- Present; Mobile Axe Throwing Business, not investment related; 3633 Yucca Mesa Rd; Yucca Valley, CA 92284. No annual Income; 10 hours per month and 0 during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-07-26
• S63 Uniform Securities Agent State Law Examination
  2003-10-24

Designations

• Certified Financial Planner

Other Names

• Misty Dejon Snowden
• Misty Dejon Snowden