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Joey Sam Khoury

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 2020-05-14
  • CA RA
    APPROVED
    Since 2020-05-14

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
Beacon Pointe Advisors, Llc Newport Beach CA 02/2019 02/2020
Canterbury Consulting Newport Beach CA 06/2018 02/2019
Morgan Stanley Ithaca NY 10/2017 05/2018
Kaplan Test Prep Ithaca NY 09/2014 11/2017
Cornell University Ithaca NY 08/2014 05/2018
Mission Wealth Management, Lp Santa Barbara CA 04/2020 Present
  • 02/2019 → 02/2020
    Beacon Pointe Advisors, Llc
    Newport Beach, CA
  • 06/2018 → 02/2019
    Canterbury Consulting
    Newport Beach, CA
  • 10/2017 → 05/2018
    Morgan Stanley
    Ithaca, NY
  • 09/2014 → 11/2017
    Kaplan Test Prep
    Ithaca, NY
  • 08/2014 → 05/2018
    Cornell University
    Ithaca, NY
  • 04/2020 → Present
    Mission Wealth Management, Lp
    Santa Barbara, CA
Other Businesses

UCSB; Santa Barbara, CA; guest speaker for class; 04/2024; 10 hours per year; 0 during securities trading hours

Designations
Other Names
  • Joey Khoury

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CERITY PARTNERS LLC
J.P. MORGAN SECURITIES LLC
SAFEGUARD INVESTMENT ADVISORY GROUP, LLC
KINGSWOOD WEALTH ADVISORS, LLC
MORGAN STANLEY
LPL FINANCIAL LLC
PLANMEMBER SECURITIES CORPORATION

Other Investors

DARIN CARLTON MAST
Eric Scott Wasmuth
CLAYTON ROBERT GIBSON
John Spruill
MONICA T WILLIAMS
Josh N Macaluso
Richard J Marcellin
Timothy Emmanuel Jou

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

More in Santa Barbara, CA

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