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1111 Chapala Street 3Rd Floor, Santa Barbara, CA 93101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2018-10-11 |
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 | 06/2017 | Present |
| Sabbatical | Santa Barbara | CA | 06/2016 | 06/2017 |
Clamshell Buildings. Non-investment related. 300 Graves Avenue, Suite B, Oxnard, CA 93030. Pre-engineering commercial buildings. Board of Director seat (non-paid). Mom is a shareholder of Clamshell Buildings from 1/1/20 to present. Less than 1 hour per month time commitment. No hours devoted during securities trading hours. General advisor on business strategy.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2009-09-25 |
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