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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 2026-01-27
  • CA RA
    APPROVED
    Since 2026-01-27

Branch Locations

1111 Chapala Street 3Rd Floor, Santa Barbara, CA 93101 • 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
Alliance Advisory & Securities, Inc. Westlake Village CA 09/2021 01/2026
Red Rhino Leak Detection Burbank CA 04/2021 09/2021
Pac Properties North Hollywood CA 10/2017 02/2021
Grace Security Sun Valley CA 03/2015 05/2019
Mission Wealth Management, Lp Santa Barbara CA 01/2026 Present
  • 09/2021 → 01/2026
    Alliance Advisory & Securities, Inc.
    Westlake Village, CA
  • 04/2021 → 09/2021
    Red Rhino Leak Detection
    Burbank, CA
  • 10/2017 → 02/2021
    Pac Properties
    North Hollywood, CA
  • 03/2015 → 05/2019
    Grace Security
    Sun Valley, CA
  • 01/2026 → Present
    Santa Barbara, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-12-28
  • S65 Uniform Investment Adviser Law Examination
    2021-12-28
Designations

View on SEC IAPD

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