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1111 Chapala Street 3Rd Floor, Santa Barbara, CA 93101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2018-10-05 |
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 |
|---|---|---|---|---|
| Caregiver For Family Member | Glendale | CA | 02/2017 | 07/2017 |
| Conference Direct | Los Angeles | CA | 02/2016 | 02/2017 |
| Mercer Advisors | Santa Barbara | CA | 08/2017 | 05/2018 |
| Mission Wealth Management | Santa Barbara | CA | 05/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-12-23 |
| S63 | Uniform Securities Agent State Law Examination | 2008-11-17 |
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