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Julianna Rote

Mission Wealth Management, LP

San Diego, CA

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Current Employers
Mission Wealth Management, Lp

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2014-12-04
  • CA RA
    APPROVED
    Since 2014-12-04

Branch Locations

12555 High Bluff Drive, Suite 215, San Diego, CA 92130 • 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
Mission Wealth Management Marina Del Rey CA 05/2014 Present
  • 05/2014 → Present
    Mission Wealth Management
    Marina Del Rey, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-12-03
  • S65 Uniform Investment Adviser Law Examination
    2014-12-03
Designations

View on SEC IAPD

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