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Carlos Daniel Ruiz

Mission Wealth Management, LP

Raleigh, NC

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Current Employers
Mission Wealth Management, Lp

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-03-09
  • NC RA
    APPROVED
    Since 2026-03-09

Branch Locations

Raleigh, NC • 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
Wechter Feldman Wealth Management, Inc. Parsippany NJ 05/2018 12/2019
Wechter Feldman Wealth Management, Inc. Parsippany NJ 07/2017 12/2019
William Paterson University Wayne NJ 09/2016 05/2017
Student Paterson NJ 09/2015 09/2016
Financial Pathway Advisors Llc Bridgewater NJ 01/2020 10/2021
Financial Pathway Advisors, Llc Bridgewater NJ 01/2020 10/2021
Facet Wealth, Inc. Baltimore MD 11/2021 12/2024
Facet Wealth Baltimore MD 11/2021 12/2024
Pivot Wealth Advisors, Llc Boise ID 12/2024 02/2026
Zero Day Capital Enterprises Llc West Point NY 04/2025 05/2025
Origin Investment Advisory Llc Boise ID 09/2025 Present
Mission Wealth Management, Lp Santa Barbara CA 03/2026 Present
  • 05/2018 → 12/2019
    Wechter Feldman Wealth Management, Inc.
    Parsippany, NJ
  • 07/2017 → 12/2019
    Wechter Feldman Wealth Management, Inc.
    Parsippany, NJ
  • 09/2016 → 05/2017
    William Paterson University
    Wayne, NJ
  • 09/2015 → 09/2016
    Student
    Paterson, NJ
  • 01/2020 → 10/2021
    Financial Pathway Advisors Llc
    Bridgewater, NJ
  • 01/2020 → 10/2021
    Financial Pathway Advisors, Llc
    Bridgewater, NJ
  • 11/2021 → 12/2024
    Facet Wealth, Inc.
    Baltimore, MD
  • 11/2021 → 12/2024
    Facet Wealth
    Baltimore, MD
  • 12/2024 → 02/2026
    Pivot Wealth Advisors, Llc
    Boise, ID
  • 04/2025 → 05/2025
    Zero Day Capital Enterprises Llc
    West Point, NY
  • 09/2025 → Present
    Origin Investment Advisory Llc
    Boise, ID
  • 03/2026 → Present
    Mission Wealth Management, Lp
    Santa Barbara, CA
Previous Registrations
  • 2025-02-28 → 2026-03-06
    Pivot Wealth Advisors
    Boise, ID
  • 2025-09-17 → 2026-02-11
    Origin Investment Advisory Llc
    Boise, ID
    Sarasota, FL
  • 2025-04-22 → 2025-05-29
    Zero Day Capital Enterprises Llc
    Boise, ID
    West Point, NY
  • 2021-11-17 → 2025-01-06
    Facet
    Paterson, NJ
    West Palm Beach, FL
    Easton, PA
  • 2020-01-23 → 2021-11-17
    Financial Pathways
    Bridgewater, NJ
  • 2019-01-22 → 2020-01-07
    Wechter Feldman Wealth Management, Inc.
    Parsippany, NJ
Designations
Other Names
  • Carlos Ruiz

View on SEC IAPD

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