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Alejandro Segovia

Mission Wealth Management, LP

Raleigh, NC

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
NC RA APPROVED 2025-05-09
TX RA APPROVED 2025-01-27
  • NC RA
    APPROVED
    Since 2025-05-09
  • TX RA
    APPROVED
    Since 2025-01-27

Branch Locations

Raleigh, NC • 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
Adp Tempe AZ 12/2017 04/2019
Beacon Pointe Advisors Scottsdale AZ 05/2019 04/2021
Mission Wealth Management, Lp Austin TX 04/2021 Present
University Of Arizona Tucson AZ 05/2013 12/2017
  • 12/2017 → 04/2019
    Adp
    Tempe, AZ
  • 05/2019 → 04/2021
    Beacon Pointe Advisors
    Scottsdale, AZ
  • 04/2021 → Present
    Mission Wealth Management, Lp
    Austin, TX
  • 05/2013 → 12/2017
    University Of Arizona
    Tucson, AZ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-01-27
  • S65 Uniform Investment Adviser Law Examination
    2025-01-27

View on SEC IAPD

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