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Current Employers
Mission Wealth Management, Lp

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-10-08
  • CA RA
    APPROVED
    Since 2025-10-08

Branch Locations

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 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
  • 04/2024 → 07/2025
    Santa Barbara, CA
  • 09/2021 → 07/2024
    University Of California. Santa Barbara
    Goleta, CA
  • 09/2017 → 06/2021
    Corona Del Mar High School
    Newport Beach, CA
  • 09/2015 → 06/2017
    Corona Del Mar Middle School
    Newport Beach, CA
  • 07/2025 → Present
    Santa Barbara, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-08
  • S65 Uniform Investment Adviser Law Examination
    2025-10-08

View on SEC IAPD

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