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1111 Chapala Street 3Rd Floor, Santa Barbara, CA 93101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-04-01 |
Branch Locations
12100 Single Tree Lane #175, Eden Prairie, MN 55344 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brown Wealth Management, Llc | Eden Prairie | MN | 04/2016 | 12/2024 |
| Mission Wealth Management, Lp | Santa Barbara | CA | 04/2025 | Present |
| Right At Home | Eagan | MN | 12/2024 | Present |
Right at Home; Providing In Home Care & Assistance, Not an investment-related business; co-owner with husband who runs the business; starting December 2024; Eagan, MN
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-05-16 |
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