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Mission Hills Financial Advisory LLC CRD 328516
$274M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1633 West Lewis St, San Diego, CA 92103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-09-30 |
| CA | RA | APPROVED | 2023-10-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mission Hills Financial | San Diego | CA | 04/2023 | 01/2025 |
| Mission Hills Financial | San Diego | CA | 02/2005 | Present |
| Mission Hills Financial Advisory Llc | San Diego | CA | 10/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-10 |
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