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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 2023-07-22
  • NC RA
    APPROVED
    Since 2023-07-22

Branch Locations

3608 W Friendly Ave, Greensboro, NC 27410 • 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
Mission Wealth Management, Lp Santa Barbara CA 06/2023 12/2024
Prospect Student Living Cullowhee NC 09/2022 06/2023
Nc Department Of Revenue Raleigh NC 05/2022 08/2022
Publix Supermarkets Waynesville NC 09/2017 05/2022
Forsyth Central High School Cumming GA 08/2015 05/2019
Mission Wealth Management, Lp Santa Barbara CA 01/2025 12/2025
Mission Wealth Management, Lp Santa Barbara CA 01/2026 Present
  • 06/2023 → 12/2024
    Santa Barbara, CA
  • 09/2022 → 06/2023
    Prospect Student Living
    Cullowhee, NC
  • 05/2022 → 08/2022
    Nc Department Of Revenue
    Raleigh, NC
  • 09/2017 → 05/2022
    Publix Supermarkets
    Waynesville, NC
  • 08/2015 → 05/2019
    Forsyth Central High School
    Cumming, GA
  • 01/2025 → 12/2025
    Santa Barbara, CA
  • 01/2026 → Present
    Santa Barbara, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-07-22
  • S65 Uniform Investment Adviser Law Examination
    2023-07-22

View on SEC IAPD

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