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Jonathan Miller Larsen

Ascentis Independent Advisors, LLC

Dallas, TX

Lehi, UT

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Current Employers
Ascentis Independent Advisors, Llc

5001 Spring Valley Road Suite 810W, Dallas, TX 75244 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2022-09-16
  • UT RA
    APPROVED
    Since 2022-09-16

Branch Locations

5001 Spring Valley Road Suite 810W, Dallas, TX 75244 • United States

Lehi, UT • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Albion Financial Group Salt Lake City UT 12/2007 12/2021
Golden State Equity Partners, Llc South Coast Metro CA 01/2022 Present
  • 12/2007 → 12/2021
    Albion Financial Group
    Salt Lake City, UT
  • 01/2022 → Present
    Golden State Equity Partners, Llc
    South Coast Metro, CA
Previous Registrations
  • 2008-06-20 → 2024-01-29
    Albion Financial Group
    Salt Lake City, UT
  • 2022-01-04 → 2022-09-20
    Golden State Equity Advisors, Llc
    Holladay, UT
    South Coast Metro, CA
  • 2021-08-23 → 2021-11-02
    Golden State Equity Advisors, Llc
    South Coast Metro, CA
    Holladay, UT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-06-19
S63 Uniform Securities Agent State Law Examination 2000-05-25
  • S65 Uniform Investment Adviser Law Examination
    2008-06-19
  • S63 Uniform Securities Agent State Law Examination
    2000-05-25

View on SEC IAPD

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