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Inactive

Kristen Elyssa Taylor

Mission Wealth Management, LP

Santa Barbara, CA

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 2019-02-12
  • CA RA
    APPROVED
    Since 2019-02-12

Branch Locations

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

1212 Broadway Plaza Suite 2100, 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
Montcalm Tcr Llc San Francisco CA 10/2012 06/2018
Mission Wealth Management, Lp San Francisco CA 07/2018 01/2019
Mission Wealth Management, Lp San Francisco CA 01/2019 Present
Previous Registrations
  • 2012-10-25 → 2018-07-17
    Montcalm Tcr Llc
    San Francisco, CA
  • 2009-06-01 → 2012-10-19
    Morgan Stanley
    San Francisco, CA
  • 2007-03-19 → 2009-06-01
    Morgan Stanley & Co. Llc
    San Francisco, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-03-16
  • S66 Uniform Combined State Law Examination
    2007-03-16
Designations
Other Names
  • Kristen Lehman
  • Kristen Elyssa Lehman

View on SEC IAPD

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PLANMEMBER SECURITIES CORPORATION

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Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SANTA BARBARA, CA
CERITY PARTNERS LLC · SANTA BARBARA, CA
CERITY PARTNERS LLC · SANTA BARBARA, CA
J.P. MORGAN SECURITIES LLC · SANTA BARBARA, CA
SAFEGUARD INVESTMENT ADVISORY GROUP, LLC · Santa Barbara, CA
KINGSWOOD WEALTH ADVISORS, LLC · Santa Barbara, CA
MORGAN STANLEY · Santa Barbara, CA
LPL FINANCIAL LLC · SANTA BARBARA, CA

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