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RIA / WealthAdvisorCertified Financial Planner12 years in industry

DAVID MILES SZABLA

Advisor at MISSION WEALTH MANAGEMENT, LP

Los Angeles, CA | SANTA BARBARA, CA

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Search this name across graphsid dfx:ria:04563cb8-2732-7dc0-073b-0ce6bd2f10ef

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:39 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Feb 18, 2014 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MISSION WEALTH MANAGEMENT, LP
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 15, 2013earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Nov 15, 2013
First registration: Feb 18, 2014
Dual registered: no
IAPD individual key: 6202093

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MISSION WEALTH MANAGEMENT, LP	Independent wealth	May 19, 2026	n/a	yes	Los Angeles, CA\|SANTA BARBARA, CA	Current employment
BEACON POINTE ADVISORS, LLC	Independent wealth	Dec 13, 2021	Apr 27, 2026	no	NEWPORT BEACH, CA\|LOS ANGELES, CA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Oct 31, 2016	Dec 7, 2021	no	SEATTLE, WA\|SEATTLE, WA\|SEATTLE, WA\|SEATTLE, WA\|SEATTLE, WA\|BURBANK, CA\|BURBANK, CA	Previous registration
VOYA FINANCIAL ADVISORS, INC.	Bd affiliated wealth	Feb 18, 2014	Oct 13, 2016	no	BELLEVUE, WA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
BEACON POINTE ADVISORS, LLC	MISSION WEALTH MANAGEMENT, LP	Apr 27, 2026	May 19, 2026	22	Firm change	RIA to RIA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	BEACON POINTE ADVISORS, LLC	Dec 7, 2021	Dec 13, 2021	6	Firm change	Wirehouse to RIA
VOYA FINANCIAL ADVISORS, INC.	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Oct 13, 2016	Oct 31, 2016	18	Firm change	Other

Relationships

Registered with (4)

→ MISSION WEALTH MANAGEMENT, LPRegistered adviserregistration: current employment
May 19, 2026 to presentfactForm ADV
→ BEACON POINTE ADVISORS, LLCRegistered adviserregistration: previous registration
Dec 13, 2021 to Apr 27, 2026factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Oct 31, 2016 to Dec 7, 2021factForm ADV
→ VOYA FINANCIAL ADVISORS, INC.Registered adviserregistration: previous registration
Feb 18, 2014 to Oct 13, 2016factForm ADV

Dated events

Occurred
Apr 27, 2026
Advisor changed firm
David Miles Szabla left Beacon Pointe Advisors, Llc for Mission Wealth Management, Lp (registered 2026-05-19)
Form ADVobserved 5 days ago