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Byron Ely Valles

Mission Wealth Management, LP

Walnut Creek, 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 2024-02-27
  • CA RA
    APPROVED
    Since 2024-02-27

Branch Locations

1212 Broadway Plaza Suite 2100, Walnut Creek, CA 94596 • 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
First Republic Investment Management, Inc. San Francisco CA 08/2017 05/2019
First Republic Securities Company, Llc San Francisco CA 03/2018 05/2019
Air Liquide Advanced Materials Fremont CA 12/2015 06/2017
Fidelity Brokerage Services Llc Dublin CA 05/2019 06/2021
First Republic Securities Company, Llc San Francisco CA 06/2021 06/2023
First Republic Investment Management, Inc. San Francisco CA 06/2021 06/2023
Lpl Financial, Llc San Mateo CA 07/2023 02/2024
Mission Wealth Management Santa Barbara CA 02/2024 Present
  • 08/2017 → 05/2019
    First Republic Investment Management, Inc.
    San Francisco, CA
  • 03/2018 → 05/2019
    First Republic Securities Company, Llc
    San Francisco, CA
  • 12/2015 → 06/2017
    Air Liquide Advanced Materials
    Fremont, CA
  • 05/2019 → 06/2021
    Fidelity Brokerage Services Llc
    Dublin, CA
  • 06/2021 → 06/2023
    First Republic Securities Company, Llc
    San Francisco, CA
  • 06/2021 → 06/2023
    First Republic Investment Management, Inc.
    San Francisco, CA
  • 07/2023 → 02/2024
    Lpl Financial, Llc
    San Mateo, CA
  • 02/2024 → Present
    Mission Wealth Management
    Santa Barbara, CA
Previous Registrations
  • 2023-07-13 → 2024-02-26
    Lpl Financial Llc
    San Mateo, CA
  • 2021-06-16 → 2023-06-21
    J.P. Morgan Private Wealth Advisors Llc
    San Francisco, CA
  • 2019-06-17 → 2021-06-13
    Fidelity Personal And Workplace Advisors
    Dublin, CA
  • 2018-09-28 → 2019-05-28
    J.P. Morgan Private Wealth Advisors Llc
    San Francisco, CA
    San Francisco, CA
Other Businesses

1- 03/2020 / Rimova Real Estate / Business Owner / Non Investment Related / 5 Hr Mnth 2- 04/2023 / Byron Valles / Real Estate Rental / Investment Related / 10 HRS Mth / 80000 Hrs Trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-09-28
  • S66 Uniform Combined State Law Examination
    2018-09-28
Designations
Other Names
  • Byron Ely Valles
  • Byron E Valles

View on SEC IAPD

Other Firms

USCF ADVISERS
BURTON ENRIGHT WELCH
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
SAVANT WEALTH MANAGEMENT
ONE CAPITAL MANAGEMENT, LLC
ROCKEFELLER FINANCIAL LLC
OSAIC WEALTH, INC.

Other Investors

CHRISTOPHER STEPHEN HUGHES
Gerwin de Haan
KELLY METZLER RANDALL
Sydney Irene Kovacs
DAVID ANTHONY ESPINEIRA
BENJAMIN ROSS PETERS
Annie Claire Klopstock
Alex Kyle Soderberg

Other Offices

USCF ADVISERS · WALNUT CREEK, CA
BURTON ENRIGHT WELCH · WALNUT CREEK, CA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · WALNUT CREEK, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WALNUT CREEK, CA
SAVANT WEALTH MANAGEMENT · Walnut Creek, CA
ONE CAPITAL MANAGEMENT, LLC · Walnut Creek, CA
ROCKEFELLER FINANCIAL LLC · Walnut Creek, CA
OSAIC WEALTH, INC. · WALNUT CREEK, CA

More in Walnut Creek, CA

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