Best Investors Account Sign in
Inactive

Leah Fang Naish

Mission Wealth Management, LP

Santa Barbara, CA

Houston, TX

Claim This Profile
Current Employers
Mission Wealth Management, Lp

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-06-10
  • TX RA
    APPROVED
    Since 2026-06-10

Branch Locations

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

7500 San Felipe St. Suite 400, Houston, TX 77063 • 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
Wrp Wealth Management San Jose CA 02/2025 03/2026
Unemployed Cypress TX 02/2024 02/2025
Hewlett Packard Enterprise Houston TX 05/2020 02/2024
Infosys Cypress TX 04/2019 05/2020
Pivot Technology Services Corp. Cypress TX 06/2018 03/2019
Ge Oil & Gas Cypress TX 01/2017 06/2018
Macy's Cypress TX 05/2016 01/2017
Mission Wealth Management, Lp Cypress TX 03/2026 Present
  • 02/2025 → 03/2026
    Wrp Wealth Management
    San Jose, CA
  • 02/2024 → 02/2025
    Unemployed
    Cypress, TX
  • 05/2020 → 02/2024
    Hewlett Packard Enterprise
    Houston, TX
  • 04/2019 → 05/2020
    Infosys
    Cypress, TX
  • 06/2018 → 03/2019
    Pivot Technology Services Corp.
    Cypress, TX
  • 01/2017 → 06/2018
    Ge Oil & Gas
    Cypress, TX
  • 05/2016 → 01/2017
    Macy's
    Cypress, TX
  • 03/2026 → Present
    Mission Wealth Management, Lp
    Cypress, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-06-09
  • S65 Uniform Investment Adviser Law Examination
    2026-06-09
Other Names
  • Leah F. Chen
  • Fangxin Chen

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CERITY PARTNERS LLC
J.P. MORGAN SECURITIES LLC
SAFEGUARD INVESTMENT ADVISORY GROUP, LLC
KINGSWOOD WEALTH ADVISORS, LLC
MORGAN STANLEY
LPL FINANCIAL LLC
PLANMEMBER SECURITIES CORPORATION

Other Investors

DARIN CARLTON MAST
Eric Scott Wasmuth
CLAYTON ROBERT GIBSON
John Spruill
MONICA T WILLIAMS
Josh N Macaluso
Richard J Marcellin
Timothy Emmanuel Jou

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

More in Santa Barbara, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor