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1111 Chapala Street 3Rd Floor, Santa Barbara, CA 93101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-08 |
Branch Locations
1111 Chapala Street 3Rd Floor, Santa Barbara, CA 93101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mission Wealth Management, Lp | Santa Barbara | CA | 04/2024 | 07/2025 |
| University Of California. Santa Barbara | Goleta | CA | 09/2021 | 07/2024 |
| Corona Del Mar High School | Newport Beach | CA | 09/2017 | 06/2021 |
| Corona Del Mar Middle School | Newport Beach | CA | 09/2015 | 06/2017 |
| Mission Wealth Management, Lp | Santa Barbara | CA | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-08 |
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