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Paul Kevin Mannion

Platform Wealth Advisors

Goleta, CA

Holladay, UT

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Current Employers
Platform Wealth Advisors

6510 S. Millrock Dr, Holladay, UT 84121 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-09-10
CA RA APPROVED 2024-04-08
  • TX RA
    APPROVED
    Since 2024-09-10
  • CA RA
    APPROVED
    Since 2024-04-08

Branch Locations

70 Santa Felicia Drive, Goleta, CA 93117 • United States

6510 S. Millrock Dr, Holladay, UT 84121 • 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
Walpole Financial Advisors, Llc Goleta CA 12/2013 04/2024
Platform Wealth Advisors Holladay UT 04/2024 Present
  • 12/2013 → 04/2024
    Walpole Financial Advisors, Llc
    Goleta, CA
  • 04/2024 → Present
    Platform Wealth Advisors
    Holladay, UT
Previous Registrations
  • 2014-02-03 → 2024-04-02
    Walpole Financial Advisors, Llc
    Goleta, CA
  • 2011-11-02 → 2013-02-01
    Mercer Global Advisors Inc.
    Santa Barbara, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-11-01
S63 Uniform Securities Agent State Law Examination 2004-06-14
  • S65 Uniform Investment Adviser Law Examination
    2011-11-01
  • S63 Uniform Securities Agent State Law Examination
    2004-06-14
Designations
Other Names
  • Paul Kevin Mannion
  • Paul K Mannion

View on SEC IAPD

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Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Goleta, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · GOLETA, CA
J.P. MORGAN SECURITIES LLC · GOLETA, CA
EDWARD JONES · GOLETA, CA
WALKABOUT VENTURES LLC · SANTA BARBARA, CA
FARMERS ASSET MANAGEMENT, LLC · Santa Barbara, CA
LPL FINANCIAL LLC · SANTA BARBARA, CA
FINANCIAL VISION LLC · GOLETA, CA

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