Best Investors Account Sign in
Inactive

Cray Jenings Coppins

Mission Wealth Management, LP

Lake Bluff, IL

Claim This Profile
Current Employers
Mission Wealth Management, Lp

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2024-10-01
  • IL RA
    APPROVED
    Since 2024-10-01

Branch Locations

Lake Bluff, IL • 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
Stonepath Wealth Management, Llc Lake Bluff IL 08/2012 09/2024
Mission Wealth Management, Lp Santa Barbara CA 10/2024 Present
Previous Registrations
  • 2012-09-28 → 2024-11-17
    Stonepath Wealth Management, Llc
    Lake Bluff, IL
    Lake Forest, IL
  • 2011-10-21 → 2012-09-05
    Usaa Financial Planning Services
    Chicago, IL
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2011-10-18
  • S63 Uniform Securities Agent State Law Examination
    2011-10-18
Designations
Other Names
  • Pete Coppins
  • Cray Coppins

View on SEC IAPD

More in Lake Bluff, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor