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Daniele Beasley

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 2024-08-14
  • CA RA
    APPROVED
    Since 2024-08-14

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
Cove Street Capital Llc El Segundo CA 07/2011 12/2017
Twenty Concierge Wealth Management, Llc Marina Del Rey CA 01/2018 11/2020
Apex Financial Advisors, Inc. Yardley PA 11/2020 11/2021
One Capital Management, Llc Westlake Village CA 11/2021 12/2021
Twenty Concierge Wealth Management Santa Barbara CA 01/2022 08/2024
Mission Wealth Management, Lp Santa Barbara CA 08/2024 Present
  • 07/2011 → 12/2017
    Cove Street Capital Llc
    El Segundo, CA
  • 01/2018 → 11/2020
    Twenty Concierge Wealth Management, Llc
    Marina Del Rey, CA
  • 11/2020 → 11/2021
    Apex Financial Advisors, Inc.
    Yardley, PA
  • 11/2021 → 12/2021
    One Capital Management, Llc
    Westlake Village, CA
  • 01/2022 → 08/2024
    Twenty Concierge Wealth Management
    Santa Barbara, CA
  • 08/2024 → Present
    Mission Wealth Management, Lp
    Santa Barbara, CA
Previous Registrations
  • 2022-02-17 → 2024-09-08
    Twenty
    Santa Barbara, CA
  • 2021-11-19 → 2021-12-13
    One Capital Management, Llc
    Westlake Village, CA
  • 2021-01-05 → 2021-10-25
    Apex Financial Advisors, Inc
    Los Angeles, CA
  • 2019-01-03 → 2020-11-10
    Twenty
    Los Angeles, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-06-29
  • S65 Uniform Investment Adviser Law Examination
    2018-06-29
Designations
Other Names
  • Daniele Mortensen
  • Daniele Beasley
  • Daniele (Nmn) Beasley

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

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