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1111 Chapala Street 3Rd Floor, Santa Barbara, CA 93101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-10-04 |
Branch Locations
3608 W. Friendly Ave. Suite 100, Greensboro, NC 27410 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Advisor Networks Llc | El Segundo | CA | 01/2013 | 10/2022 |
| Mission Wealth Management, Lp | Santa Barbara | CA | 10/2022 | Present |
1. HORSEPOWER, Inc. Not investment related High Point, NC Therapeutic horseback riding and equine-assisted activities Barn and class volunteer, Board of Directors - Treasurer 1/2022 as barn and class volunteer, 2/2023 as Board Treasurer 11 hours per month 1 hour during securities trading hours per month Help care for horses and barn; . As board treasurer I review monthly financials, report to finance committee and general board quarterly. 2. At Liberty Connections; not investment related; Southport, NC; Equine assisted learning for local veterans; Director/Treasurer; 01/10/2026; 4 hours per month; 1 per month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-07-03 |
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