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Daniel Collins Montgomery

Mission Wealth Management, LP

Dedham, MA

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Current Employers
Mission Wealth Management, Lp

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2024-09-16
  • MA RA
    APPROVED
    Since 2024-09-16

Branch Locations

770 Legacy Place Floor 2, Dedham, MA 02026 • 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
Plante Moran Financial Advisors Columbus OH 08/2023 08/2024
University Of Dayton Dayton OH 08/2020 05/2023
One Lincoln Park Kettering OH 05/2017 02/2020
University Of Dayton Dayton OH 08/2019 05/2023
Kettering City Schools Kettering OH 08/2004 05/2019
Mission Wealth Management, Lp Santa Barbara CA 08/2024 Present
  • 08/2023 → 08/2024
    Plante Moran Financial Advisors
    Columbus, OH
  • 08/2020 → 05/2023
    University Of Dayton
    Dayton, OH
  • 05/2017 → 02/2020
    One Lincoln Park
    Kettering, OH
  • 08/2019 → 05/2023
    University Of Dayton
    Dayton, OH
  • 08/2004 → 05/2019
    Kettering City Schools
    Kettering, OH
  • 08/2024 → Present
    Mission Wealth Management, Lp
    Santa Barbara, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-04-04
  • S65 Uniform Investment Adviser Law Examination
    2024-04-04
Other Names
  • Dan Collins Montgomery

View on SEC IAPD

Other Firms

GREGORY M DOHERTY, CPA
EAGLE STRATEGIES LLC
J.P. MORGAN SECURITIES LLC
ALBANY ROAD REAL ESTATE PARTNERS, LLC
INYAREK RNG MANAGEMENT, LP
FLYBRIDGE CAPITAL PARTNERS
BECK BODE LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Other Investors

GREGORY MARSH DOHERTY
MICHAEL THOMAS POLITO
SCOTT PAUL MACDONALD
NATHAN MCHUGH
Gerard Delannoy
GEORGE ANDREW CONWAY
BENJAMIN W BECK
BRIAN WICKETT

Other Offices

GREGORY M DOHERTY, CPA · DEDHAM, MA
EAGLE STRATEGIES LLC · DEDHAM, MA
EAGLE STRATEGIES LLC · DEDHAM, MA
GREGORY M DOHERTY, CPA · DEDHAM, MA
J.P. MORGAN SECURITIES LLC · Dedham, MA
ALBANY ROAD REAL ESTATE PARTNERS, LLC · DEDHAM, MA
INYAREK RNG MANAGEMENT, LP · DEDHAM, MA
FLYBRIDGE CAPITAL PARTNERS · DEDHAM, MA

More in Dedham, MA

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