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1111 Chapala Street 3Rd Floor, Santa Barbara, CA 93101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2003-11-04 |
Branch Locations
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 |
|---|---|---|---|---|
| Mission Wealth Management | Santa Barbara | CA | 07/2000 | Present |
| Mutual Securities, Inc. | Camarillo | CA | 09/2013 | 07/2021 |
1. MISSION WEALTH MANAGEMENT LLC, START: 7/2000, 1123 CHAPALA ST. SANTA BARBARA, CA 93101, RIA, INVESTMENT ADVISOR, INVESTMENT RELATED, 160 HOURS PER MONTH, 8 HOURS PER DAY DURING TRADING HOURS. 2. SB Industrial Park, YES. 7735 Jenna Drive Goleta, CA 93117. Administrator. 1/2022. 4 HRS per Month. 0 HRS during Trading Hours. Father oversees 3 industrial buildings in Goleta. Successor currently involved in minor tasks, gets compensated 2K per year.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-05-10 |
| S65 | Uniform Investment Adviser Law Examination | 1996-03-08 |
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