Misty D. Porter
Professional summary
Misty Dejon Porter, CFP®, who also goes by Misty Dejon Snowden, is a registered financial advisor currently at GOLDEN STATE EQUITY PARTNERS, LLC located in Yucca Valley, California.
Misty is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Misty has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 10 and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Misty Dejon Porter's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2010
Experience
September 16, 2022 - Present
GOLDEN STATE EQUITY PARTNERS, LLC
December 5, 2017 - September 20, 2022
GOLDEN STATE EQUITY ADVISORS, LLC
May 29, 2007 - October 26, 2017
CITIGROUP GLOBAL MARKETS INC.
May 29, 2007 - October 26, 2017
CITIGROUP GLOBAL MARKETS INC.
August 16, 2005 - May 29, 2007
CITICORP INVESTMENT SERVICES
March 24, 2005 - May 29, 2007
CITICORP INVESTMENT SERVICES
October 14, 2003 - January 3, 2005
GUARANTY BROKERAGE SERVICES, INC.
Primary Firm SEC Registration
GOLDEN STATE EQUITY PARTNERS, LLC
CRD#: 322879 / SEC#: 801-126441
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/16/2022)
(9/16/2022)
Exams
Current Firm
GOLDEN STATE EQUITY PARTNERS, LLC
CRD#: 322879 / SEC#: 801-126441
Contact information
SEC notice filing (30 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,604 |
| AUM (Assets Under Management) | $ 880,384,165 |
Red Flags
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