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1111 Chapala Street 3Rd Floor, Santa Barbara, CA 93101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2010-07-02 |
Branch Locations
1111 Chapala Street 3Rd Floor, Santa Barbara, CA 93101 • 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 |
|---|---|---|---|---|
| Mission Wealth Management | Santa Barbara | CA | 06/2010 | 11/2020 |
| Mission Wealth Management, Lp | Santa Barbara | CA | 11/2020 | 11/2022 |
| Mission Wealth Management | Santa Barbara | CA | 11/2022 | Present |
1. ENDOWMENT COMMITTEE FOR THE WOMEN'S FUND OF SANTA BARBARA - NO - BOARD MEMBER. 1 HR PER QUARTER TO REVIEW THE FUND'S PERFORMANCE. 2. Women's Fund of Santa Barbara; investment-related; Santa Barbara, CA; collective giving non-profit; Endowment committee volunteer; 01/2020; 1 hour/quarter; 0 during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-04-18 |
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