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Eric Matthew Smith

Mission Wealth Management, LP

Walnut Creek, CA

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Current Employers
Mission Wealth Management, Lp

1111 Chapala Street 3Rd Floor, Santa Barbara, CA 93101 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2020-08-06
  • CA RA
    APPROVED
    Since 2020-08-06

Branch Locations

1212 Broadway Plaza, Walnut Creek, CA 94596 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fisher Investments Camas WA 08/2016 03/2018
Fisher Investments Camas WA 03/2018 06/2019
Mission Wealth Management, Lp Santa Barbara CA 06/2019 07/2020
Mission Wealth Management, Lp Santa Barbara CA 07/2020 Present
Designations

View on SEC IAPD

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