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George Andrew Conway

Mission Wealth Management, LP

Dedham, MA

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Current Employers
Mission Wealth Management, Lp

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2024-03-27
  • MA RA
    APPROVED
    Since 2024-03-27

Branch Locations

770 Legacy Place, 2Nd Floor, Dedham, MA 02026 • 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
Charles Carroll Financial Partners Kingston MA 07/2015 09/2019
Charles Carroll Financial Partners, Llc Kingston MA 07/2022 03/2024
St. Sebastian's School Needham MA 08/2016 08/2022
Mission Wealth Management, Lp Santa Barbara CA 03/2024 Present
  • 07/2015 → 09/2019
    Charles Carroll Financial Partners
    Kingston, MA
  • 07/2022 → 03/2024
    Charles Carroll Financial Partners, Llc
    Kingston, MA
  • 08/2016 → 08/2022
    St. Sebastian's School
    Needham, MA
  • 03/2024 → Present
    Mission Wealth Management, Lp
    Santa Barbara, CA
Previous Registrations
  • 2022-08-10 → 2024-03-18
    Charles Carroll Financial Partners, Llc
    Needham, MA
  • 2015-08-21 → 2019-09-23
    Charles Carroll Financial Partners, Llc
    Needham, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-01-17
  • S65 Uniform Investment Adviser Law Examination
    2014-01-17

View on SEC IAPD

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Other Offices

GREGORY M DOHERTY, CPA · DEDHAM, MA
EAGLE STRATEGIES LLC · DEDHAM, MA
EAGLE STRATEGIES LLC · DEDHAM, MA
GREGORY M DOHERTY, CPA · DEDHAM, MA
J.P. MORGAN SECURITIES LLC · Dedham, MA
ALBANY ROAD REAL ESTATE PARTNERS, LLC · DEDHAM, MA
INYAREK RNG MANAGEMENT, LP · DEDHAM, MA
FLYBRIDGE CAPITAL PARTNERS · DEDHAM, MA

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