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Lauren Dixon Mishra

Elion Financial, LLC

Tucson, AZ

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Current Employers
Elion Financial, Llc

4729 E Sunrise Dr., Tucson, AZ 85718 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-01-10
  • AZ RA
    APPROVED
    Since 2025-01-10

Branch Locations

4729 E Sunrise Dr., Tucson, AZ 85718 • 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
Unemployed (Cfp Study) Tucson AZ 09/2015 01/2018
Tci Wealth Advisors Tucson AZ 01/2018 12/2018
Evidence Based Financial Planning, Llc Tucson AZ 01/2019 10/2020
Cambridge Financial Group, Llc Tucson AZ 10/2020 12/2024
Elion Financial Llc Tucson AZ 11/2024 Present
  • 09/2015 → 01/2018
    Unemployed (Cfp Study)
    Tucson, AZ
  • 01/2018 → 12/2018
    Tci Wealth Advisors
    Tucson, AZ
  • 01/2019 → 10/2020
    Evidence Based Financial Planning, Llc
    Tucson, AZ
  • 10/2020 → 12/2024
    Tucson, AZ
  • 11/2024 → Present
    Tucson, AZ
Previous Registrations
Other Businesses

Lauren Mishra is a seasonal independent contractor engaged in providing general tax advisory and educational support to Intuit during tax season for 20 hours/week, February through April 15th. Services do not include tax return preparation for advisory clients and are not provided through the advisory firm.

Designations
Other Names
  • Lauren Dixon Mishra

View on SEC IAPD

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