DR
Daniel Robert Catone
CRD 4469467
Has disclosures
Firms
| Firm | Role | As of |
|---|---|---|
| Golden State Wealth Management, Llc | Registered representative | 07/20/2026 |
| Redwood Investment Group, Inc | Registered representative | 07/20/2026 |
| Ascentis Asset Management, Llc | Registered representative | 07/20/2026 |
| Ascentis Independent Advisors, Llc | Registered representative | 07/20/2026 |
| Arimathea | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Arimathea
President And Cco · 75% or more · Nov 2024
-
Golden State Wealth Management, Llc
Managing Member · 25% – 50% · Nov 2024
-
Redwood Investment Group, Inc
President & Chief Compliance Officer · 75% or more · Oct 2024
-
Ascentis Independent Advisors, Llc
Managing Member · 25% – 50% · Aug 2024
-
Ascentis Asset Management, Llc
Member · 25% – 50% · Jul 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗