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1111 Chapala Street 3Rd Floor, Santa Barbara, CA 93101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2019-10-11 |
Branch Locations
1111 Chapala Street 3Rd Floor, Santa Barbara, CA 93101 • United States
2441 Warrenville Road Suite 320, Lisle, IL 60532 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chicago | IL | 03/2015 | 01/2018 |
| Hightower Securites, Llc | Chicago | IL | 01/2018 | 06/2018 |
| Lido Advisors, Llc | Chicago | IL | 01/2019 | 09/2019 |
| Unemployed | Chicago | IL | 07/2018 | 01/2019 |
| Mission Wealth Management, Lp | Chicago | IL | 09/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-21 |
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