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1111 Chapala Street 3Rd Floor, Santa Barbara, CA 93101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-05-19 |
Branch Locations
10900 Ne 8Th Street Unit 1600, Bellevue, WA 98004 • United States
1111 Chapala Street 3Rd Floor, Santa Barbara, CA 93101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Resources Group | Bellevue | WA | 03/2003 | 05/2026 |
| Mission Wealth Management, Lp | Bellevue | WA | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-05-02 |
| S63 | Uniform Securities Agent State Law Examination | 1995-10-25 |
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