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Weston Paul Patton

Mission Wealth Management, LP

Santa Barbara, 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 2019-08-02
  • CA RA
    APPROVED
    Since 2019-08-02

Branch Locations

1111 Chapala Street 3Rd Floor, Santa Barbara, CA 93101 • 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
Edward Jones St Louis MO 03/2016 06/2018
Fmb Retirement Services Inc. Westlake Village CA 06/2018 07/2019
Fmb Wealth Management Inc. Westlake Village CA 06/2018 07/2019
Mission Wealth Management, Lp Westlake Village CA 07/2019 Present
  • 03/2016 → 06/2018
    Edward Jones
    St Louis, MO
  • 06/2018 → 07/2019
    Fmb Retirement Services Inc.
    Westlake Village, CA
  • 06/2018 → 07/2019
    Fmb Wealth Management Inc.
    Westlake Village, CA
  • 07/2019 → Present
    Mission Wealth Management, Lp
    Westlake Village, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-05-23
  • S66 Uniform Combined State Law Examination
    2016-05-23
Designations

View on SEC IAPD

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PLANMEMBER SECURITIES CORPORATION

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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

More in Santa Barbara, CA

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