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Joseph Giovanni Tremonti

Mission Wealth Management, LP

Santa Barbara, 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 2025-10-30
  • CA RA
    APPROVED
    Since 2025-10-30

Branch Locations

1111 Chapala Street 3Rd Floor, Santa Barbara, CA 93101 • 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 04/2024 Present
The Ritz-Carlton Santa Barbara CA 12/2022 03/2024
Ding Tea Stevenson Ranch CA 08/2019 10/2022
University Of California Santa Barbara Santa Barbara CA 09/2021 06/2025
Unemployed Castaic CA 10/2015 07/2019
  • 04/2024 → Present
    Mission Wealth Management, Lp
    Santa Barbara, CA
  • 12/2022 → 03/2024
    The Ritz-Carlton
    Santa Barbara, CA
  • 08/2019 → 10/2022
    Ding Tea
    Stevenson Ranch, CA
  • 09/2021 → 06/2025
    University Of California Santa Barbara
    Santa Barbara, CA
  • 10/2015 → 07/2019
    Unemployed
    Castaic, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-02
  • S65 Uniform Investment Adviser Law Examination
    2025-10-02

View on SEC IAPD

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Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SANTA BARBARA, CA
CERITY PARTNERS LLC · SANTA BARBARA, CA
CERITY PARTNERS LLC · SANTA BARBARA, CA
J.P. MORGAN SECURITIES LLC · SANTA BARBARA, CA
SAFEGUARD INVESTMENT ADVISORY GROUP, LLC · Santa Barbara, CA
KINGSWOOD WEALTH ADVISORS, LLC · Santa Barbara, CA
MORGAN STANLEY · Santa Barbara, CA
LPL FINANCIAL LLC · SANTA BARBARA, CA

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