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1111 Chapala Street 3Rd Floor, Santa Barbara, CA 93101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-05-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mission Wealth Management, Lp | Santa Barbara | CA | 09/2024 | Present |
| Krd Ltd | Schaumburg | IL | 04/2023 | 08/2024 |
| Byline Bank | Evanston | IL | 11/2022 | 03/2023 |
| Bg 011 Llc | Arlington Heights | IL | 11/2021 | 09/2022 |
| Law Offices Of Lee Steinberg | Southfield | MI | 03/2018 | 03/2021 |
| Wall Street Lending Association | Clinton Township | MI | 03/2016 | 10/2016 |
| Unemployed | Arlington Heights | IL | 04/2021 | 10/2021 |
| Unemployed | Shelby Township | MI | 11/2016 | 02/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-30 |
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