Best Investors
Account
Sign in
Best Investors
Account
Sign in
1111 Chapala Street 3Rd Floor, Santa Barbara, CA 93101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2019-10-08 |
Branch Locations
1111 Chapala Street 3Rd Floor, Santa Barbara, CA 93101 • United States
1 Park Plaza #600, Irvine, CA 92614 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dynamic Wealth Advisors | Scottsdale | AZ | 01/2014 | 11/2019 |
| Mission Wealth Management, Lp | Santa Barbara | CA | 10/2019 | Present |
Sawaf Financial LLC - DBA Afflowent - is an unrelated firm/activity to Mission Wealth. Claudia educates women on the topics of money mindset and financial empowerment. Time committed to this initiative is in her free time and weekends.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-05-25 |
| S63 | Uniform Securities Agent State Law Examination | 2001-12-03 |
Reach out to this advisor