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1111 Chapala Street 3Rd Floor, Santa Barbara, CA 93101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-02-08 |
Branch Locations
111 Congress Ave, Austin, TX 78704 • United States
1111 Chapala Street 3Rd Floor, Santa Barbara, CA 93101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Austin | TX | 01/2015 | 04/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Austin | TX | 04/2017 | 01/2022 |
| Mission Wealth Management, Lp | Austin | TX | 01/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-12-01 |
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