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Martin Daniel Mercado

Mission Wealth Management, LP

Walnut Creek, 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 2024-11-09
  • CA RA
    APPROVED
    Since 2024-11-09

Branch Locations

1212 Broadway Plaza Suite 2100, Walnut Creek, CA 94596 • 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
Mission Wealth Management, Lp Santa Barbara CA 08/2024 Present
Rosewood Miramar Beach Hotel Montecito CA 01/2022 06/2024
Domino's Pizza Santa Barbara CA 03/2021 11/2021
Student Santa Barbara CA 08/2014 03/2021
  • 08/2024 → Present
    Mission Wealth Management, Lp
    Santa Barbara, CA
  • 01/2022 → 06/2024
    Rosewood Miramar Beach Hotel
    Montecito, CA
  • 03/2021 → 11/2021
    Domino's Pizza
    Santa Barbara, CA
  • 08/2014 → 03/2021
    Student
    Santa Barbara, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-11-09
  • S65 Uniform Investment Adviser Law Examination
    2024-11-09
Other Names
  • Danny Mercado

View on SEC IAPD

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Other Offices

USCF ADVISERS · WALNUT CREEK, CA
BURTON ENRIGHT WELCH · WALNUT CREEK, CA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · WALNUT CREEK, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WALNUT CREEK, CA
SAVANT WEALTH MANAGEMENT · Walnut Creek, CA
ONE CAPITAL MANAGEMENT, LLC · Walnut Creek, CA
ROCKEFELLER FINANCIAL LLC · Walnut Creek, CA
OSAIC WEALTH, INC. · WALNUT CREEK, CA

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