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1111 Chapala Street 3Rd Floor, Santa Barbara, CA 93101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2004-03-02 |
Branch Locations
1111 Chapala Street 3Rd Floor, Santa Barbara, CA 93101 • United States
1212 Broadway Plaza Suite 2100, Walnut Creek, CA 94596 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mission Wealth Management | Santa Barbara | CA | 09/2003 | Present |
MISSION WEALTH MANAGEMENT, LLC; 1111 CHAPALA STREET, SANTA BARBARA, CA 93101 - CHIEF EXECUTIVE OFFICER - RESEARCH RECOMMENDATIONS, TRADES, CLIENT COMMUNICATION, ETC. - 100% TIME SPENT. CO-TRUSTEE OF PALMER FAMILY TRUST SANTA BARBARA MUSEUM OF NATURAL HISTORY-YES-SANTA BARBARA,CA-EDUCATION/MUSEUM-BOARD CHAIRMAN-6/2011-5/2 HRS-CHAIR THE INVSTMT SUB-COMMITT/OVEREES ENDOWMENT/ENDOWMENT DIRECTLY MANAGED BY COMMON FUND.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2005-01-26 |
| S65 | Uniform Investment Adviser Law Examination | 2000-12-16 |
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