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Inactive

Mitchell Davis Kuhn

Omega Financial Group, LLC

Santa Barbara, CA

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Current Employers
Omega Financial Group, Llc

812 Anacapa Street, Santa Barbara, CA 93101 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-05-18
  • CA RA
    APPROVED
    Since 2026-05-18

Branch Locations

812 Anacapa Street, 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
Marlborough District Council Marlborough 12/2018 04/2019
Sabbatical Gisborne 04/2019 11/2019
Gisborne District Council Gisborne 11/2019 01/2026
Ocean Rhythms Surf Coaching Gisborne 04/2022 01/2026
Omega Financial Group, Llc Santa Barbara CA 03/2026 Present
Unemployed Santa Barbara CA 03/2016 11/2018
  • 12/2018 → 04/2019
    Marlborough District Council
    Marlborough
  • 04/2019 → 11/2019
    Sabbatical
    Gisborne
  • 11/2019 → 01/2026
    Gisborne District Council
    Gisborne
  • 04/2022 → 01/2026
    Ocean Rhythms Surf Coaching
    Gisborne
  • 03/2026 → Present
    Omega Financial Group, Llc
    Santa Barbara, CA
  • 03/2016 → 11/2018
    Unemployed
    Santa Barbara, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-05-18
  • S65 Uniform Investment Adviser Law Examination
    2026-05-18

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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