Best Investors Account Sign in
Claim This Profile
Current Employers
Mission Wealth Management, Lp

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2022-06-09
  • MI RA
    APPROVED
    Since 2022-06-09

Branch Locations

Orange, NJ • United States

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
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
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-06-09
  • S65 Uniform Investment Adviser Law Examination
    2022-06-09
Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Orange, NJ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor