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1111 Chapala Street 3Rd Floor, Santa Barbara, CA 93101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2022-06-09 |
Branch Locations
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 | Santa Barbara | CA | 02/2022 | 01/2023 |
| Walmart | Hoboken | NJ | 09/2019 | 02/2022 |
| Ibm | New York | NY | 02/2018 | 09/2019 |
| Montclair State University | Montclair | NJ | 09/2017 | 12/2017 |
| University Of Notre Dame | Notre Dame | IN | 08/2013 | 05/2017 |
| Christ The King Prep | Newark | NJ | 09/2009 | 05/2017 |
| Sabbatical | Newark | NJ | 05/2017 | 09/2017 |
| Mission Wealth Management, Lp | Santa Barbara | CA | 07/2023 | 01/2025 |
| Mission Wealth Management, Lp | Santa Barbara | CA | 01/2025 | Present |
| Mission Wealth Management, Lp | Santa Barbara | CA | 01/2023 | 07/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-06-09 |
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