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Thomas Howard Whitby

Mission Wealth Management, LP

Houston, TX

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Current Employers
Mission Wealth Management, Lp

1111 Chapala Street 3Rd Floor, Santa Barbara, CA 93101 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-01-28
  • TX RA
    APPROVED
    Since 2025-01-28

Branch Locations

7500 San Felipe St. Suite 150, Houston, TX 77063 • 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
Logic Capital Management, Llc Houston TX 12/2012 01/2025
Mission Wealth Management, Lp Santa Barbara CA 01/2025 Present
Previous Registrations
  • 2006-02-08 → 2025-03-11
    Logic Capital Management, Llc
    Houston, TX
  • 1996-03-14 → 2006-02-10
    Lpl Financial Llc
    Houston, TX
  • 2002-06-14 → 2002-06-14
    Houston Advisors
    Houston, TX
Other Businesses

APPOINTED WITH VARIOUS LIFE INSURANCE AND ANNUITY COMPANIES; 07/07/2002

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1996-01-29
  • S63 Uniform Securities Agent State Law Examination
    1996-01-29
Designations
Other Names
  • Toby Whitby

View on SEC IAPD

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Other Offices

BRIDGE CAPITAL ADVISORS · HOUSTON, TX
TSA WEALTH MANAGEMENT · HOUSTON, TX
PEREA CAPITAL · HOUSTON, TX
TRI-STAR ADVISORS, INC. · HOUSTON, TX
HORNOR, TOWNSEND & KENT, LLC · Houston, TX
AMERIPRISE FINANCIAL SERVICES, LLC · Houston, TX
LPL FINANCIAL LLC · HOUSTON, TX
MARINER INDEPENDENT · Houston, TX

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