Inactive

Mia Danielle Cattaneo

Mission Wealth Management, LP

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Current Employers

Mission Wealth Management, Lp

1111 Chapala Street 3Rd Floor, Santa Barbara, CA 93101 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2024-05-15

TX RA
APPROVED

Since 2024-05-15

Branch Locations

901 S. Mopac Expressway, Austin, TX 78746 • 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

Organization	City	State	From	To
Clark University	Wocester	MA	03/2013	05/2018
Appfolio, Inc.	Santa Barbara	CA	06/2018	03/2021
Mission Wealth Management	Santa Barbara	CA	03/2021	Present

03/2013 → 05/2018

Clark University

Wocester, MA
06/2018 → 03/2021

Appfolio, Inc.

Santa Barbara, CA
03/2021 → Present

Mission Wealth Management

Santa Barbara, CA

Designations

Other Names

Mia Danielle Cattaneo
Mia Danielle Parnell

View on SEC IAPD

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HARRELL INVESTMENT PARTNERS, LLC · AUSTIN, TX

WEATHERGAGE CAPITAL, LLC · AUSTIN, TX

LBJ FAMILY WEALTH ADVISORS, LTD. · AUSTIN, TX

JAMES S. MARROQUIN, CFP · AUSTIN, TX

OSAIC WEALTH, INC. · AUSTIN, TX

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