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1111 Chapala Street 3Rd Floor, Santa Barbara, CA 93101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2025-12-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pinnacle Advisory Group | Columbia | MD | 10/2015 | 09/2018 |
| Unemployed | Washington | DC | 10/2018 | 12/2018 |
| Campbell Wealth Management | Alexandria | VA | 01/2019 | 02/2020 |
| Madison Avenue Securities, Llc | San Diego | CA | 02/2019 | 02/2020 |
| Lpl Financial Llc | Alexandria | VA | 04/2020 | 11/2025 |
| Burke And Herbert Bank | Alexandria | VA | 03/2020 | 11/2025 |
| Mission Wealth Management, Lp | Santa Barbara | CA | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-06-12 |
| S66 | Uniform Combined State Law Examination | 2010-11-11 |
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