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1111 Chapala Street 3Rd Floor, Santa Barbara, CA 93101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-25 |
Branch Locations
1100 Glendon Ave Floor 17, Los Angeles, CA 90024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Street Global Advisors Funds Distributors, Llc | Boston | MA | 06/2022 | 04/2024 |
| State Street Global Advisors Trust Company | Boston | MA | 06/2022 | 04/2024 |
| Orbee Auto | Irvine | CA | 05/2021 | 09/2021 |
| Roger Dunn Golf Shop | Santa Ana | CA | 01/2021 | 08/2021 |
| Raising Cane's Restaurant | Santa Ana | CA | 06/2020 | 01/2021 |
| First Team Real Estate | Irvine | CA | 05/2019 | 08/2019 |
| Unemployed | Orange | CA | 09/2019 | 05/2020 |
| Student | Bakersfield | CA | 01/2011 | 04/2019 |
| Full Time Student | Orange | CA | 11/2021 | 06/2022 |
| American Century Investment Services, Inc. | Kansas City | MO | 05/2024 | 08/2025 |
| Mission Wealth Management, Lp | Santa Barbara | CA | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-25 |
| S63 | Uniform Securities Agent State Law Examination | 2022-08-25 |
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