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Current Employers
Mission Wealth Management, Lp

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-03-10
  • TX RA
    APPROVED
    Since 2023-03-10

Branch Locations

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

901 S. Mopac Expressway, Barton Oaks V, Suite 250, Austin, TX 78746 • 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
The University Of Texas At Austin Austin TX 08/2018 06/2021
Tiaa Financial Services Charlotte NC 06/2021 08/2021
The University Of Texas At Austin Austin TX 08/2021 05/2022
Silicon Hills Wealth Management Austin TX 02/2022 05/2022
Silicon Hills Wealth Management Austin TX 06/2022 03/2023
Unemployed San Angelo TX 01/2012 08/2018
Mission Wealth Management, Lp Santa Barbara CA 03/2023 Present
  • 08/2018 → 06/2021
    The University Of Texas At Austin
    Austin, TX
  • 06/2021 → 08/2021
    Tiaa Financial Services
    Charlotte, NC
  • 08/2021 → 05/2022
    The University Of Texas At Austin
    Austin, TX
  • 02/2022 → 05/2022
    Silicon Hills Wealth Management
    Austin, TX
  • 06/2022 → 03/2023
    Silicon Hills Wealth Management
    Austin, TX
  • 01/2012 → 08/2018
    Unemployed
    San Angelo, TX
  • 03/2023 → Present
    Santa Barbara, CA
Previous Registrations
  • 2022-09-16 → 2023-03-06
    Silicon Hills Wealth Management
    Austin, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-09-12
  • S65 Uniform Investment Adviser Law Examination
    2022-09-12

View on SEC IAPD

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