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Inactive

Kyle Patrick Humphreys

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 2025-01-13
  • CA RA
    APPROVED
    Since 2025-01-13

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
Vitality Bowls Superfood Cafe Walnut Creek CA 06/2020 01/2021
Mission Wealth Management Lp Santa Barbara CA 11/2024 Present
Alameda County Assessor's Office Oakland CA 01/2021 09/2021
Wealthspire Advisors San Rafael CA 06/2023 08/2023
Student Lafayette CA 12/2014 06/2023
Unemployed Lafayette CA 06/2023 11/2024
  • 06/2020 → 01/2021
    Vitality Bowls Superfood Cafe
    Walnut Creek, CA
  • 11/2024 → Present
    Mission Wealth Management Lp
    Santa Barbara, CA
  • 01/2021 → 09/2021
    Alameda County Assessor's Office
    Oakland, CA
  • 06/2023 → 08/2023
    Wealthspire Advisors
    San Rafael, CA
  • 12/2014 → 06/2023
    Student
    Lafayette, CA
  • 06/2023 → 11/2024
    Unemployed
    Lafayette, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-01-11
  • S65 Uniform Investment Adviser Law Examination
    2025-01-11

View on SEC IAPD

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BENJAMIN ROSS PETERS
Annie Claire Klopstock
Alex Kyle Soderberg

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

More in Walnut Creek, CA

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