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1111 Chapala Street 3Rd Floor, Santa Barbara, CA 93101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-01-19 |
Branch Locations
7500 San Felipe Street Suite 150, Houston, TX 77063 • United States
1111 Chapala Street 3Rd Floor, Santa Barbara, CA 93101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Patriot Wealth Management, Inc. | Houston | TX | 02/2018 | 01/2019 |
| Mcculloch & Miller, Pllc | Houston | TX | 09/2017 | 02/2018 |
| Weiner & Mcculloch, Pllc | Houston | TX | 03/2017 | 09/2017 |
| Kulha Law Llc | Houston | TX | 07/2016 | 03/2017 |
| Mariner Wealth Advisors | Houston | TX | 01/2019 | 01/2022 |
| Mission Wealth Management, Lp | Santa Barbara | CA | 01/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-04-23 |
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