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Inactive

Kristina Gwendolyn Kearney

Mission Wealth Management, LP

Santa Barbara, CA

Denver, CO

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Current Employers
Mission Wealth Management, Lp

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2021-11-04
  • CO RA
    APPROVED
    Since 2021-11-04

Branch Locations

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

3840 York St., Denver, CO 80205 • 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
Priority Financial Partners Durango CO 06/2018 01/2020
Homemaker Los Angeles CA 01/2015 05/2018
Dynamic Wealth Advisors Dba Sea To Peak Financial Advisors Denver CO 08/2020 10/2021
Unemployed Denver CO 01/2020 07/2020
Mission Wealth Management, Lp Santa Barbara CA 11/2021 Present
  • 06/2018 → 01/2020
    Priority Financial Partners
    Durango, CO
  • 01/2015 → 05/2018
    Homemaker
    Los Angeles, CA
  • 08/2020 → 10/2021
    Dynamic Wealth Advisors Dba Sea To Peak Financial Advisors
    Denver, CO
  • 01/2020 → 07/2020
    Unemployed
    Denver, CO
  • 11/2021 → Present
    Mission Wealth Management, Lp
    Santa Barbara, CA
Previous Registrations
  • 2020-08-03 → 2021-10-29
    Dynamic
    Denver, CO
    Phoenix, AZ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-03-07
  • S65 Uniform Investment Adviser Law Examination
    2019-03-07
Designations
Other Names
  • Kristina Gwendolyn Kearney
  • Kristi Aldrich
  • Kristi Kearney

View on SEC IAPD

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PLANMEMBER SECURITIES CORPORATION

Other Investors

DARIN CARLTON MAST
Eric Scott Wasmuth
CLAYTON ROBERT GIBSON
John Spruill
MONICA T WILLIAMS
Josh N Macaluso
Richard J Marcellin
Timothy Emmanuel Jou

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SANTA BARBARA, CA
CERITY PARTNERS LLC · SANTA BARBARA, CA
CERITY PARTNERS LLC · SANTA BARBARA, CA
J.P. MORGAN SECURITIES LLC · SANTA BARBARA, CA
SAFEGUARD INVESTMENT ADVISORY GROUP, LLC · Santa Barbara, CA
KINGSWOOD WEALTH ADVISORS, LLC · Santa Barbara, CA
MORGAN STANLEY · Santa Barbara, CA
LPL FINANCIAL LLC · SANTA BARBARA, CA

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