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1111 Chapala Street 3Rd Floor, Santa Barbara, CA 93101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-10-01 |
Branch Locations
3450 Penrose Place Suite 160, Boulder, CO 80301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Diversified Asset Management | Boulder | CO | 06/2025 | 09/2025 |
| Imredd | Nice | 06/2022 | 07/2022 | |
| Boulder High School | Boulder | CO | 08/2014 | 05/2019 |
| Diversified Asset Management | Boulder | CO | 05/2016 | 07/2019 |
| University Of Utah | Salt Lake City | UT | 08/2019 | 08/2023 |
| University Of Southern California | Los Angeles | CA | 08/2023 | 03/2024 |
| Diversified Asset Management | Boulder | CO | 03/2024 | 05/2025 |
| Mission Wealth Management, Lp | Santa Barbara | CA | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-31 |
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