DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at MISSION WEALTH MANAGEMENT, LP
Scottsdale, AZ
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 | Dec 23, 2024 | n/a | yes | Scottsdale, AZ | Current employment |
| LEARNVEST PLANNING SERVICES, LLC | Former SEC adviser | Jan 21, 2015 | Jun 7, 2018 | no | SCOTTSDALE, AZ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LEARNVEST PLANNING SERVICES, LLC | MISSION WEALTH MANAGEMENT, LP | Jun 7, 2018 | Dec 23, 2024 | 2,391 | Firm change after gap | Other |