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254 E 2Nd Street Suite 2, Powell, WY 82435 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WY | RA | APPROVED | 2026-01-26 |
| CA | RA | APPROVED | 2021-03-08 |
Branch Locations
319 N Main St, Fort Bragg, CA 95437 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-06 |
Branch Locations
319 N Main St, Fort Bragg, CA 95437 • United States
5001 Spring Valley Rd Suite 810W, Dallas, TX 75244 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-25 |
Branch Locations
5001 Spring Valley Rd Suite 810W, Dallas, TX 75244 • United States
201 E. Sandpointe Ave, Ste 460, South Coast Metro, CA 92707 • United States
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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Golden State Wealth Management | South Coast Metro | CA | 08/2020 | Present |
| Los Angeles Times | El Segundo | CA | 07/2005 | 07/2020 |
| Golden State Equity Partners | South Coast Metro | CA | 02/2022 | Present |
| Ascentis Asset Management | South Coast Metro | CA | 09/2025 | Present |
| Arimathea | South Coast Metro | CA | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-03-07 |
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