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Inactive

Cole Steven Clifford

Mission Wealth Management, LP

Austin, TX

Santa Barbara, CA

Carlsbad, 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 2023-04-18
TX RA APPROVED 2023-01-20
  • CA RA
    APPROVED
    Since 2023-04-18
  • TX RA
    APPROVED
    Since 2023-01-20

Branch Locations

Austin, TX • United States

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

Carlsbad, CA • 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 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
  • 01/2022 → Present
    Mission Wealth Management, Lp
    Santa Barbara, CA
  • 12/2019 → 12/2021
    Indeed
    Austin, TX
  • 04/2019 → 12/2019
    Capital Chevrolet
    Austin, TX
  • 05/2014 → 03/2019
    Chili's Bar And Grill
    Boone, NC
  • 06/2011 → 06/2017
    United States Army
    Various, XX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-01-20
  • S65 Uniform Investment Adviser Law Examination
    2023-01-20

View on SEC IAPD

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