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Jose Monreal

Mission Wealth Management, LP

Austin, TX

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
TX RA APPROVED 2021-06-14
  • TX RA
    APPROVED
    Since 2021-06-14

Branch Locations

Austin, TX • United States

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
Pruco Securities, Llc Los Alamitos CA 07/2017 08/2020
Buffalo Wild Wings Petaluma CA 12/2013 07/2017
Buffalo Wild Wings Chino Hills CA 07/2017 01/2018
The Prudential Insurance Company Of America Los Alamitos CA 11/2017 08/2020
Mission Wealth Management, Lp Santa Barbara CA 08/2020 Present
  • 07/2017 → 08/2020
    Pruco Securities, Llc
    Los Alamitos, CA
  • 12/2013 → 07/2017
    Buffalo Wild Wings
    Petaluma, CA
  • 07/2017 → 01/2018
    Buffalo Wild Wings
    Chino Hills, CA
  • 11/2017 → 08/2020
    The Prudential Insurance Company Of America
    Los Alamitos, CA
  • 08/2020 → Present
    Mission Wealth Management, Lp
    Santa Barbara, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-09-10
S63 Uniform Securities Agent State Law Examination 2017-10-31
  • S65 Uniform Investment Adviser Law Examination
    2019-09-10
  • S63 Uniform Securities Agent State Law Examination
    2017-10-31
Designations
Other Names
  • Jose Armando Monreal Rodriguez

View on SEC IAPD

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