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Colton Montgomery Lightner

Ascentis Independent Advisors, LLC

Osprey, FL

Dallas, TX

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Current Employers
Ascentis Independent Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-10-09
TX RA APPROVED 2025-10-02
  • FL RA
    APPROVED
    Since 2025-10-09
  • TX RA
    APPROVED
    Since 2025-10-02

Branch Locations

606 S Tamiami Trail, Osprey, FL 34229 • United States

5001 Spring Valley Road Suite 810W, Dallas, TX 75244 • 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
La Fitness Venice FL 10/2017 02/2018
Jason Montgomery Properties Llc Venice FL 07/2017 10/2017
Deland Suns Deland FL 06/2017 07/2017
Stetson University Deland FL 06/2013 06/2017
Integrity Investments, Inc Venice FL 02/2018 12/2018
Wells Fargo Advisors Financial Network, Llc Venice FL 02/2019 01/2020
Fourthought Private Wealth Venice FL 01/2020 10/2022
The Shower Shop Venice FL 04/2018 02/2019
Ups Sarasota FL 11/2017 02/2018
Raymond James Financial Services Advisors, Inc. Nokomis FL 10/2022 10/2025
Affinity Waste Solutions Llc Venice FL 01/2023 02/2023
Four Pillars Financial Planning Group Nokomis FL 11/2022 05/2025
Topwater Capital Llc Osprey FL 04/2025 Present
Golden State Equity Partners Osprey FL 10/2025 Present
  • 10/2017 → 02/2018
    La Fitness
    Venice, FL
  • 07/2017 → 10/2017
    Jason Montgomery Properties Llc
    Venice, FL
  • 06/2017 → 07/2017
    Deland Suns
    Deland, FL
  • 06/2013 → 06/2017
    Stetson University
    Deland, FL
  • 02/2018 → 12/2018
    Integrity Investments, Inc
    Venice, FL
  • 02/2019 → 01/2020
    Venice, FL
  • 01/2020 → 10/2022
    Fourthought Private Wealth
    Venice, FL
  • 04/2018 → 02/2019
    The Shower Shop
    Venice, FL
  • 11/2017 → 02/2018
    Ups
    Sarasota, FL
  • 10/2022 → 10/2025
    Nokomis, FL
  • 01/2023 → 02/2023
    Affinity Waste Solutions Llc
    Venice, FL
  • 11/2022 → 05/2025
    Four Pillars Financial Planning Group
    Nokomis, FL
  • 04/2025 → Present
    Topwater Capital Llc
    Osprey, FL
  • 10/2025 → Present
    Golden State Equity Partners
    Osprey, FL
Previous Registrations
Other Businesses

1) Topwater Capital, Investment related, at business address, dba for Golden State Equity Partners RIA, IAR, 10/2/2025, 40 hours/month, Financial Planning and Investment Management 2) The Road to Independence, Inc. - Non-investment related -184 Grand Oak Circle, Venice, FL 34292 - Florida Not for Profit Corporation - Volunteer Director -2 hours/month - 0 hours/month during trading hours - Help make decisions regarding overall strategy of the charity and help organize events.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-10-06
  • S66 Uniform Combined State Law Examination
    2018-10-06
Designations
Other Names
  • Colton Montgomery Lightner
  • Colton Lightner

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