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RIA / WealthAdvisorCertified Financial Planner10 years in industry

Weston Paul Patton

Advisor at MISSION WEALTH MANAGEMENT, LP

SANTA BARBARA, CA

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Search this name across graphsid dfx:ria:e52b22a2-4370-7d7c-2435-bf1fe23a4da9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:17 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: May 25, 2016 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: Mar 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: May 23, 2016
First registration: May 25, 2016
Dual registered: no
IAPD individual key: 6622730

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 2, 2019	n/a	yes	SANTA BARBARA, CA	Current employment
FMB RETIREMENT SERVICES	Institutional manager	Jun 27, 2018	Jul 16, 2019	no	WESTLAKE VILLAGE, CA	Previous registration
FMB WEALTH MANAGEMENT	Independent wealth	Jun 27, 2018	Jul 16, 2019	no	WESTLAKE VILLAGE, CA	Previous registration
EDWARD JONES	National bd RIA	May 25, 2016	Jun 12, 2018	no	TEMPE, AZ\|Agoura Hills, CA\|ST LOUIS, MO\|WESTLAKE VILLAGE, 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
FMB WEALTH MANAGEMENT	MISSION WEALTH MANAGEMENT, LP	Jul 16, 2019	Aug 2, 2019	17	Firm change	RIA to RIA
FMB RETIREMENT SERVICES	FMB WEALTH MANAGEMENT	Jul 16, 2019	Jun 27, 2018	-384	Firm change after gap	Other
EDWARD JONES	FMB RETIREMENT SERVICES	Jun 12, 2018	Jun 27, 2018	15	Firm change	Other

Relationships

Registered with (4)

→ MISSION WEALTH MANAGEMENT, LPRegistered adviserregistration: current employment
Aug 2, 2019 to presentfactForm ADV
→ FMB WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Jun 27, 2018 to Jul 16, 2019factForm ADV
→ FMB RETIREMENT SERVICESRegistered adviserregistration: previous registration
Jun 27, 2018 to Jul 16, 2019factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
May 25, 2016 to Jun 12, 2018factForm ADV

Dated events

No dated event names this entity yet.