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1111 Chapala Street 3Rd Floor, Santa Barbara, CA 93101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-03-02 |
Branch Locations
1111 Chapala Street 3Rd Floor, Santa Barbara, CA 93101 • United States
901 S. Mopac Expy, Building V, Suite 250, Austin, TX 78746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Student | Austin | TX | 07/2010 | 05/2021 |
| Per Stirling Capital Management, Llc | Austin | TX | 05/2019 | 08/2019 |
| Per Stirling Capital Management, Llc | Austin | TX | 05/2020 | 06/2021 |
| Fossil | Austin | TX | 11/2019 | 05/2021 |
| Per Stirling Capital Mangement, Llc | Austin | TX | 06/2021 | Present |
| Mission Wealth Management, Lp | Santa Barbara | CA | 03/2023 | Present |
MISSION WEALTH SECURITIES, LP; INVESTMENT RELATED; ADDRESS: 1111 CHAPALA ST 3RD FLOOR SANTA BARBARA, CA 93101; NATURE: REGISTERED INVESTMENT ADVISOR; POSITION: SR. CLIENT ADVISOR ASSOCIATE; START DATE: 3/2023; NUMBER OF HOURS: 20 TOTAL HOURS/MONTH, 10 OF THOSE DURING TRADING HOURS. DUAL REGISTRATION WITH MWS, LP, IS TEMPORARILY BEING APPROVED TO ASSIST IAR WITH TRANSITION TO THIS RIA TO ENSURE CONTINUED SERVICING OF CLIENTS. MWS, LP, IS NOT A RELATED ENTITY OF PER STIRLING CAPITAL MANAGEMENT, LLC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-01-14 |
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