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1111 Chapala Street 3Rd Floor, Santa Barbara, CA 93101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2023-07-06 |
Branch Locations
242 Linden St., Fort Collins, CO 80524 • 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 |
|---|---|---|---|---|
| Blue Sail Ent. | Elgin | IL | 03/2014 | 10/2018 |
| Rauschenberger Financial Advisors | Elgin | IL | 01/2017 | 10/2018 |
| A.H.C. Advisors | St. Charles | IL | 03/2018 | 10/2018 |
| Jmg Financial Group | Downers Grove | IL | 10/2018 | 12/2021 |
| Keystone Financial Services | Loveland | CO | 01/2022 | 04/2023 |
| Mission Wealth Management, Lp | Santa Barbara | CA | 07/2023 | Present |
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