Best Investors Account Sign in
Inactive

Amanda Jane Avila

Mission Wealth Management, LP

Washington, DC

Claim This Profile
Current Employers
Mission Wealth Management, Lp

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

Current Registrations

AuthorityCategoryStatusDate
DC RA APPROVED 2026-03-19
  • DC RA
    APPROVED
    Since 2026-03-19

Branch Locations

Washington, DC • 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
Goldman Sachs & Co. Llc New York NY 06/2025 12/2025
The George Washington University Washington DC 08/2024 12/2024
Unemployed Washington DC 12/2024 05/2025
Goldman Sachs & Co. Llc Washington DC 06/2024 08/2024
The George Washington University Washington DC 08/2023 05/2024
Mission Wealth Management Lp Santa Barbara CA 05/2023 08/2023
The George Washington University Washington DC 08/2022 05/2023
Nasif, Hicks, Harris, And Co. Llp Santa Barbara CA 05/2022 08/2022
The George Washington University Washington DC 08/2021 05/2022
Shoreline Beach Cafe Santa Barbara CA 04/2021 08/2021
San Marcos Highschool Santa Barbara CA 08/2020 05/2021
Unemployed Santa Barbara CA 06/2020 08/2020
San Marcos Highschool Santa Barbara CA 08/2019 06/2020
Unemployed Santa Barbara CA 06/2019 08/2019
San Marcos Highschool Santa Barbara CA 08/2018 06/2019
Tropicana Student Living Santa Barbara CA 06/2018 08/2018
San Marcos Highschool Santa Barbara CA 08/2017 06/2018
Unemployed Santa Barbara CA 06/2017 08/2017
La Colina Jr. High Santa Barbara CA 08/2016 06/2017
Mission Wealth Management, Lp Santa Barbara CA 01/2026 Present
  • 06/2025 → 12/2025
    Goldman Sachs & Co. Llc
    New York, NY
  • 08/2024 → 12/2024
    The George Washington University
    Washington, DC
  • 12/2024 → 05/2025
    Unemployed
    Washington, DC
  • 06/2024 → 08/2024
    Goldman Sachs & Co. Llc
    Washington, DC
  • 08/2023 → 05/2024
    The George Washington University
    Washington, DC
  • 05/2023 → 08/2023
    Mission Wealth Management Lp
    Santa Barbara, CA
  • 08/2022 → 05/2023
    The George Washington University
    Washington, DC
  • 05/2022 → 08/2022
    Nasif, Hicks, Harris, And Co. Llp
    Santa Barbara, CA
  • 08/2021 → 05/2022
    The George Washington University
    Washington, DC
  • 04/2021 → 08/2021
    Shoreline Beach Cafe
    Santa Barbara, CA
  • 08/2020 → 05/2021
    San Marcos Highschool
    Santa Barbara, CA
  • 06/2020 → 08/2020
    Unemployed
    Santa Barbara, CA
  • 08/2019 → 06/2020
    San Marcos Highschool
    Santa Barbara, CA
  • 06/2019 → 08/2019
    Unemployed
    Santa Barbara, CA
  • 08/2018 → 06/2019
    San Marcos Highschool
    Santa Barbara, CA
  • 06/2018 → 08/2018
    Tropicana Student Living
    Santa Barbara, CA
  • 08/2017 → 06/2018
    San Marcos Highschool
    Santa Barbara, CA
  • 06/2017 → 08/2017
    Unemployed
    Santa Barbara, CA
  • 08/2016 → 06/2017
    La Colina Jr. High
    Santa Barbara, CA
  • 01/2026 → Present
    Mission Wealth Management, Lp
    Santa Barbara, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-02-23
S63 Uniform Securities Agent State Law Examination 2025-08-02
  • S65 Uniform Investment Adviser Law Examination
    2026-02-23
  • S63 Uniform Securities Agent State Law Examination
    2025-08-02

View on SEC IAPD

More in Washington, DC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor