Best Investors
Account
Sign in
Best Investors
Account
Sign in
Mission Wealth Management, LP CRD 113057
$17.0B regulatory AUM 10 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1111 Chapala Street 3Rd Floor, Santa Barbara, CA 93101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-04-18 |
| TX | RA | APPROVED | 2023-01-20 |
Branch Locations
1111 Chapala Street 3Rd Floor, Santa Barbara, CA 93101 • United States
Carlsbad, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mission Wealth Management, Lp | Santa Barbara | CA | 01/2022 | Present |
| Indeed | Austin | TX | 12/2019 | 12/2021 |
| Capital Chevrolet | Austin | TX | 04/2019 | 12/2019 |
| Chili's Bar And Grill | Boone | NC | 05/2014 | 03/2019 |
| United States Army | Various | XX | 06/2011 | 06/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-20 |
Reach out to this advisor