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Taylor Marie Monson

Mission Wealth Management, LP

Gig Harbor, WA

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Current Employers
Mission Wealth Management, Lp

1111 Chapala Street 3Rd Floor, Santa Barbara, CA 93101 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2026-01-21
  • WA RA
    APPROVED
    Since 2026-01-21

Branch Locations

7191 Wagner Way Suite 301, Gig Harbor, WA 98335 • 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 10/2025 Present
University Of California, Santa Barbara Santa Barbara CA 09/2021 06/2025
Basel Capital Bellevue WA 06/2024 08/2024
Costco Issaquah WA 06/2023 08/2023
Table Catering Co Seattle WA 07/2022 09/2022
Buffalo Espresso Bothell WA 08/2020 09/2021
Luxlab Salon Kirkland WA 10/2019 06/2021
Unemployed Bothell WA 07/2025 09/2025
Unemployed Bothell WA 10/2015 10/2019
  • 10/2025 → Present
    Mission Wealth Management, Lp
    Santa Barbara, CA
  • 09/2021 → 06/2025
    University Of California, Santa Barbara
    Santa Barbara, CA
  • 06/2024 → 08/2024
    Basel Capital
    Bellevue, WA
  • 06/2023 → 08/2023
    Costco
    Issaquah, WA
  • 07/2022 → 09/2022
    Table Catering Co
    Seattle, WA
  • 08/2020 → 09/2021
    Buffalo Espresso
    Bothell, WA
  • 10/2019 → 06/2021
    Luxlab Salon
    Kirkland, WA
  • 07/2025 → 09/2025
    Unemployed
    Bothell, WA
  • 10/2015 → 10/2019
    Unemployed
    Bothell, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-01-20
  • S65 Uniform Investment Adviser Law Examination
    2026-01-20

View on SEC IAPD

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Other Offices

LIGHTHOUSE WEALTH STRATEGIES, LLC · GIG HARBOR, WA
EDWARD JONES · GIG HARBOR, WA
SOWELL MANAGEMENT · Gig Harbor, WA
SOWELL MANAGEMENT · Gig Harbor, WA
CONESTOGA WEALTH PARTNERS · GIG HARBOR, WA
COMMONWEALTH FINANCIAL NETWORK · Gig Harbor, WA
COMMONWEALTH FINANCIAL NETWORK · Gig Harbor, WA
INTEGRATED WEALTH CONCEPTS LLC · GIG HARBOR, WA

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