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Inactive

Macy Birch Teer

Mission Wealth Management, LP

Greensboro, NC

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Current Employers
Mission Wealth Management, Lp

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-05-09
  • NC RA
    APPROVED
    Since 2026-05-09

Branch Locations

3608 W Friendly Ave #100, Greensboro, NC 27410 • 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
Blue Rock Pizza & Tap Raleigh NC 01/2020 07/2022
Vestique Raleigh NC 02/2023 05/2025
Mission Wealth Management, Lp Santa Barbara CA 06/2025 Present
North Carolina State University Raleigh NC 08/2022 12/2025
Southwest Guilford High School High Point NC 08/2018 06/2022
Unemployed Raleigh NC 01/2016 07/2018
  • 01/2020 → 07/2022
    Blue Rock Pizza & Tap
    Raleigh, NC
  • 02/2023 → 05/2025
    Vestique
    Raleigh, NC
  • 06/2025 → Present
    Mission Wealth Management, Lp
    Santa Barbara, CA
  • 08/2022 → 12/2025
    North Carolina State University
    Raleigh, NC
  • 08/2018 → 06/2022
    Southwest Guilford High School
    High Point, NC
  • 01/2016 → 07/2018
    Unemployed
    Raleigh, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-05-09
  • S65 Uniform Investment Adviser Law Examination
    2026-05-09

View on SEC IAPD

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CETERA INVESTMENT ADVISERS LLC · GREENSBORO, NC
CETERA INVESTMENT ADVISERS LLC · GREENSBORO, NC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · GREENSBORO, NC
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BY DESIGN FINANCIAL PLANNING · GREENSBORO, NC
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