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1111 Chapala Street 3Rd Floor, Santa Barbara, CA 93101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2020-01-10 |
Branch Locations
1111 Chapala Street 3Rd Floor, Santa Barbara, CA 93101 • United States
Park City, UT • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cypress Partners, Llc | Corte Madera | CA | 08/2008 | 12/2018 |
| Mission Wealth Management, Lp | Santa Barbara | CA | 01/2019 | Present |
1. SkyWest Airlines; not investment-related; ID; airlines; Cross Utilized Agent; July 2017; 10 hrs/wk at night; 0 during securities trading hours; back office
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-08-22 |
| S63 | Uniform Securities Agent State Law Examination | 2000-09-28 |
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