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1111 Chapala Street 3Rd Floor, Santa Barbara, CA 93101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2022-08-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ball Ventures, Llc | Idaho Falls | ID | 05/2014 | 11/2018 |
| Sabbatical | N/A | 12/2018 | 05/2019 | |
| Alta Bay Capital, Llc | Salt Lake City | UT | 01/2020 | 12/2020 |
| Self-Employed | Herriman | UT | 12/2020 | 05/2021 |
| Mission Wealth Management, Lp | Herriman | UT | 06/2021 | Present |
| Unemployed | Salt Lake City | UT | 06/2019 | 12/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-07-03 |
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