Patrick Michael Jeffs-Catone
DirectorAscentis Independent Advisors, LLCCRD 5738008
About Patrick Michael Jeffs-Catone
Patrick Michael Jeffs-Catone is listed as Director at Ascentis Independent Advisors, LLC in Dallas, TX. Form ADV reports a beneficial ownership band of Under 5%. Patrick Michael Jeffs-Catone is associated with 2 registered advisers.
Reported ownership
Owns Under 5% of Ascentis Independent Advisors, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Patrick Michael Jeffs-Catone work?
Patrick Michael Jeffs-Catone is listed as Director at Ascentis Independent Advisors, LLC on SEC Form ADV.
How much of Ascentis Independent Advisors, LLC does Patrick Michael Jeffs-Catone own?
Form ADV reports a beneficial ownership band of Under 5%.
Ascentis Independent Advisors, LLC
| Title | Director |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2018 |
Golden State Wealth Management, LLC
| Title | Managing Member & Chief Compliance Officer |
| Ownership | 25-50% |
| Control person | Yes |
| Since | 2013 |