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Craig Alan Schmitt

Painted Porch Advisors LLC

Santa Barbara, CA

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Current Employers
Painted Porch Advisors Llc

115 S La Cumbre Lane Suite 201, Santa Barbara, CA 93105 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2021-07-20
  • CA RA
    APPROVED
    Since 2021-07-20

Branch Locations

115 S La Cumbre Lane Suite 201, Santa Barbara, CA 93105 • 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
Painted Porch Advisors, Llc Santa Barbara CA 05/2020 Present
Unemployed Santa Barbara CA 10/2019 05/2020
Richard B. Jacobson & Associates, Llc Madison WI 03/2017 09/2019
Unison Credit Union Kaukauna WI 10/2016 02/2017
Unemployed Madison WI 07/2015 09/2016
  • 05/2020 → Present
    Painted Porch Advisors, Llc
    Santa Barbara, CA
  • 10/2019 → 05/2020
    Unemployed
    Santa Barbara, CA
  • 03/2017 → 09/2019
    Richard B. Jacobson & Associates, Llc
    Madison, WI
  • 10/2016 → 02/2017
    Unison Credit Union
    Kaukauna, WI
  • 07/2015 → 09/2016
    Unemployed
    Madison, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-07-19
  • S65 Uniform Investment Adviser Law Examination
    2021-07-19

View on SEC IAPD

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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

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