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RIA / WealthAdvisorCertified Financial Planner15 years in industry

DANIELE BEASLEY

Advisor at MISSION WEALTH MANAGEMENT, LP

SANTA BARBARA, CA

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Search this name across graphsid dfx:ria:e44ee5fd-9bdb-0857-30e8-011363de9833

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:10 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Jan 3, 2019 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: Jul 1, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65
First exam: Jun 29, 2018
First registration: Jan 3, 2019
Dual registered: no
Other names: DANIELE MORTENSEN|DANIELE BEASLEY|DANIELE (NMN) BEASLEY
IAPD individual key: 2049748

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	Aug 14, 2024	n/a	yes	SANTA BARBARA, CA	Current employment
Twenty	n/a	Feb 17, 2022	Sep 8, 2024	no	SANTA BARBARA, CA	Previous registration
ONE CAPITAL MANAGEMENT, LLC	Independent wealth	Nov 19, 2021	Dec 13, 2021	no	WESTLAKE VILLAGE, CA	Previous registration
APEX FINANCIAL ADVISORS, INC	Former SEC adviser	Jan 5, 2021	Oct 25, 2021	no	Los Angeles, CA	Previous registration
Twenty	n/a	Jan 3, 2019	Nov 10, 2020	no	Los Angeles, CA	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
Twenty	MISSION WEALTH MANAGEMENT, LP	Sep 8, 2024	Aug 14, 2024	-25	Firm change	Other
ONE CAPITAL MANAGEMENT, LLC	Twenty	Dec 13, 2021	Feb 17, 2022	66	Firm change	Other
APEX FINANCIAL ADVISORS, INC	ONE CAPITAL MANAGEMENT, LLC	Oct 25, 2021	Nov 19, 2021	25	Firm change	RIA to RIA
Twenty	APEX FINANCIAL ADVISORS, INC	Nov 10, 2020	Jan 5, 2021	56	Firm change	Other

Relationships

Registered with (4)

→ MISSION WEALTH MANAGEMENT, LPRegistered adviserregistration: current employment
Aug 14, 2024 to presentfactForm ADV
→ TWENTYRegistered adviserregistration: previous registration
Feb 17, 2022 to Sep 8, 2024factForm ADV
→ ONE CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Nov 19, 2021 to Dec 13, 2021factForm ADV
→ APEX FINANCIAL ADVISORS, INCRegistered adviserregistration: previous registration
Jan 5, 2021 to Oct 25, 2021factForm ADV

Dated events

Occurred
Sep 8, 2024
Advisor changed firm
Daniele Beasley left Twenty for Mission Wealth Management, Lp (registered 2024-08-14)
Form ADVobserved 5 days ago