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Inactive

Marites M. Blair

Mission Wealth Management, LP

Santa Barbara, 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 2023-11-01
  • CA RA
    APPROVED
    Since 2023-11-01

Branch Locations

1111 Chapala Street 3Rd Floor, Santa Barbara, CA 93101 • 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
Walpole Financial Advisors Goleta CA 07/2012 05/2017
Walpole Financial Advisors Goleta CA 05/2017 04/2023
Not Employed Santa Barbara CA 05/2023 11/2023
Mission Wealth Management, Lp Santa Barbara CA 11/2023 Present
  • 07/2012 → 05/2017
    Walpole Financial Advisors
    Goleta, CA
  • 05/2017 → 04/2023
    Walpole Financial Advisors
    Goleta, CA
  • 05/2023 → 11/2023
    Not Employed
    Santa Barbara, CA
  • 11/2023 → Present
    Mission Wealth Management, Lp
    Santa Barbara, CA
Previous Registrations
  • 2017-05-24 → 2023-02-13
    Walpole Financial Advisors, Llc
    Goleta, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-05-24
  • S65 Uniform Investment Adviser Law Examination
    2017-05-24
Other Names
  • Marites Ann Rarangol Marcos
  • Marites Blair
  • Marites Rarangol Marcos Blair

View on SEC IAPD

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Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SANTA BARBARA, CA
CERITY PARTNERS LLC · SANTA BARBARA, CA
CERITY PARTNERS LLC · SANTA BARBARA, CA
J.P. MORGAN SECURITIES LLC · SANTA BARBARA, CA
SAFEGUARD INVESTMENT ADVISORY GROUP, LLC · Santa Barbara, CA
KINGSWOOD WEALTH ADVISORS, LLC · Santa Barbara, CA
MORGAN STANLEY · Santa Barbara, CA
LPL FINANCIAL LLC · SANTA BARBARA, CA

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