Best Investors Account Sign in
Inactive

Daniel Yshai Friedman

Mission Wealth Management, LP

Aventura, FL

Claim This Profile
Current Employers
Mission Wealth Management, Lp

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-04-03
  • FL RA
    APPROVED
    Since 2024-04-03

Branch Locations

19505 Biscayne Blvd Suite 2350, Aventura, FL 33180 • 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 03/2024 06/2025
Toyourdoormedical Hollywood FL 05/2019 08/2019
Indiana University Bloomington IN 08/2019 05/2023
The Glove Store Hallandale Beach FL 05/2020 08/2020
Toyourdoormedical (Cumulare Asset Management) Hollywood FL 05/2022 08/2022
Singer Wealth Boca Raton FL 06/2023 12/2023
Student Bloomington IN 03/2014 05/2019
Mission Wealth Management, Lp Santa Barbara CA 07/2025 Present
  • 03/2024 → 06/2025
    Mission Wealth Management, Lp
    Santa Barbara, CA
  • 05/2019 → 08/2019
    Toyourdoormedical
    Hollywood, FL
  • 08/2019 → 05/2023
    Indiana University
    Bloomington, IN
  • 05/2020 → 08/2020
    The Glove Store
    Hallandale Beach, FL
  • 05/2022 → 08/2022
    Toyourdoormedical (Cumulare Asset Management)
    Hollywood, FL
  • 06/2023 → 12/2023
    Singer Wealth
    Boca Raton, FL
  • 03/2014 → 05/2019
    Student
    Bloomington, IN
  • 07/2025 → Present
    Mission Wealth Management, Lp
    Santa Barbara, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-12-15
  • S65 Uniform Investment Adviser Law Examination
    2023-12-15

View on SEC IAPD

Other Firms

MORGAN STANLEY
UNISON ASSET MANAGEMENT LLC
EPIPHANLY ADVISORY, LLC
CORAL WEALTH MANAGEMENT, LLC
PINNACLE INVESTMENTS, LLC
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
KAILIX ADVISORS LLC

Other Investors

Jason D Amato
JAMES R MANIS
DIEGO P MOSCOSO
KEVIN RICARDO SHURLAND
JOSE MIGUEL PENA
CARLOS EUGENIO LOWELL
GABRIEL CEBALLOS
MANUEL M. MENDEZ

Other Offices

MORGAN STANLEY · Aventura, FL
UNISON ASSET MANAGEMENT LLC · AVENTURA, FL
EPIPHANLY ADVISORY, LLC · AVENTURA, FL
CORAL WEALTH MANAGEMENT, LLC · MIAMI, FL
PINNACLE INVESTMENTS, LLC · MIAMI, FL
LPL FINANCIAL LLC · AVENTURA, FL
J.P. MORGAN SECURITIES LLC · AVENTURA, FL
KAILIX ADVISORS LLC · AVENTURA, FL

More in Aventura, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor