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1111 Chapala Street 3Rd Floor, Santa Barbara, CA 93101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-05-19 |
Branch Locations
1100 Glendon Avenue 17Th Floor, Los Angeles, CA 90024 • United States
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, Lp | Los Angeles | CA | 05/2026 | Present |
| Voya Financial Advisors | Bellevue | WA | 09/2014 | 10/2016 |
| Bank Of America, N.A. | Seattle | WA | 10/2016 | 11/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Seattle | WA | 10/2016 | 11/2021 |
| Beacon Pointe Advisors, Llc | Los Angeles | CA | 11/2021 | 02/2024 |
| Beacon Pointe Advisors, Llc | Los Angeles | CA | 02/2024 | 05/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-11-15 |
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