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Advisor at MISSION WEALTH MANAGEMENT, LP
SANTA BARBARA, CA | Austin, TX
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| MISSION WEALTH MANAGEMENT, LP | Independent wealth | Mar 10, 2023 | n/a | yes | SANTA BARBARA, CA|Austin, TX | Current employment |
| SILICON HILLS WEALTH MANAGEMENT | Former SEC adviser | Sep 16, 2022 | Mar 6, 2023 | no | AUSTIN, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SILICON HILLS WEALTH MANAGEMENT | MISSION WEALTH MANAGEMENT, LP | Mar 6, 2023 | Mar 10, 2023 | 4 | Firm change | RIA to RIA |