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.

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

Oct 25, 1995earliest registration or exam on IAPD

Years in industry

30derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Exams

S63|S66

First exam

Oct 25, 1995

First registration

May 22, 2001

Dual registered

no

Other names

JIMMY SHANGGEE NG

IAPD individual key

2669926

• Occurred

  May 21, 2026
  Advisor changed firm

  Jimmy Shanggee Wu left Frg Family Wealth Advisors for Mission Wealth Management, Lp (registered 2026-05-19)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:10fb0318-ab62-40eb-cd1e-95e13f2601f8

First observed

May 22, 2001

Last observed

Sep 15, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.